-99.4%
AMC vs GEN
+24.6%
-124.1%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | -2.2% | +6.5% | +5.4% |
| 7D | +2.3% | -1.2% | +3.5% | +2.8% |
| 30D | -0.7% | +10.1% | -10.9% | -5.7% |
| 3M | +35.2% | +16.1% | +19.1% | +24.4% |
| 6M | +124.6% | +38.9% | +85.7% | +90.2% |
| YTD | +69.9% | +14.4% | +55.4% | +56.9% |
| 1Y | -2.6% | +5.9% | -8.4% | -6.8% |
| 3Y | -79.8% | +58.8% | -138.6% | -84.6% |
| All | -99.4% | +24.6% | -124.1% | -99.6% |
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