-71.9%
AMC vs GEN
+84.3%
-156.1%
-91.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.5% | -0.9% | -11.6% | -12.2% |
| 7D | 0.0% | +8.5% | -8.5% | -2.7% |
| 30D | +4.4% | +34.2% | -29.8% | -6.1% |
| 3M | +15.4% | +10.0% | +5.4% | +10.6% |
| 6M | +93.7% | +56.8% | +36.9% | +62.8% |
| YTD | +97.4% | +14.2% | +83.2% | +83.1% |
| 1Y | +23.2% | +20.8% | +2.4% | +12.2% |
| All | -71.9% | +84.3% | -156.1% | -74.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling