-98.7%
AMC vs GEN
+156.5%
-255.3%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +2.1% | -3.3% | -1.8% |
| 7D | -2.8% | -0.8% | -2.0% | -2.6% |
| 30D | +14.0% | +31.2% | -17.2% | +3.9% |
| 3M | +42.5% | +6.1% | +36.4% | +38.2% |
| 6M | +142.6% | +38.1% | +104.4% | +115.8% |
| YTD | +119.2% | +14.4% | +104.8% | +105.9% |
| 1Y | +40.7% | +15.1% | +25.6% | +31.9% |
| 3Y | -57.3% | +68.5% | -125.8% | -65.0% |
| 5Y | -99.1% | +35.8% | -135.0% | -99.3% |
| 10Y | -98.7% | +155.4% | -254.1% | -99.1% |
| All | -98.7% | +156.5% | -255.3% | -99.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling