+40.2%
AMC vs GEN
+20.2%
+20.1%
-63.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +4.0% | +3.3% | +5.8% |
| 7D | +17.7% | +26.9% | -9.1% | +7.0% |
| 30D | +26.2% | +38.6% | -12.5% | +10.6% |
| 3M | +31.3% | +9.7% | +21.6% | +26.5% |
| 6M | +142.8% | +58.9% | +83.9% | +94.5% |
| YTD | +125.6% | +15.3% | +110.3% | +96.0% |
| 1Y | +40.2% | +21.8% | +18.5% | +19.4% |
| All | +40.2% | +20.2% | +20.1% | +19.4% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded GEN wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling