-99.1%
AMC vs GEN
+31.7%
-130.8%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.7% | +1.1% | +1.5% |
| 7D | +5.5% | +1.0% | +4.5% | +5.1% |
| 30D | +16.1% | +29.1% | -13.0% | +3.5% |
| 3M | +43.0% | +2.9% | +40.1% | +39.4% |
| 6M | +130.7% | +33.6% | +97.1% | +99.5% |
| YTD | +121.8% | +12.0% | +109.7% | +105.5% |
| 1Y | +40.7% | +16.2% | +24.5% | +28.1% |
| 3Y | -56.8% | +65.1% | -121.9% | -67.7% |
| 5Y | -99.1% | +33.3% | -132.4% | -99.3% |
| All | -99.1% | +31.7% | -130.8% | -99.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling