+35.8%
AMC vs GEN
+11.7%
+24.1%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -3.1% | +0.8% | -1.1% |
| 7D | +8.4% | -3.0% | +11.4% | +9.7% |
| 30D | +9.2% | +24.7% | -15.5% | -0.5% |
| 3M | +32.0% | +4.1% | +27.9% | +30.4% |
| 6M | +149.3% | +36.0% | +113.2% | +113.5% |
| YTD | +114.1% | +10.9% | +103.3% | +92.8% |
| 1Y | +35.8% | +12.2% | +23.6% | +21.5% |
| All | +35.8% | +11.7% | +24.1% | +21.5% |
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