-99.2%
AMC vs GEN
+33.3%
-132.6%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +2.4% | -5.1% | -3.7% |
| 7D | +3.5% | +2.0% | +1.5% | +2.5% |
| 30D | +12.5% | +27.7% | -15.3% | +0.6% |
| 3M | +23.6% | +3.3% | +20.3% | +20.3% |
| 6M | +144.4% | +31.8% | +112.6% | +112.5% |
| YTD | +108.3% | +13.5% | +94.8% | +91.8% |
| 1Y | +38.9% | +16.0% | +22.8% | +26.5% |
| 3Y | -58.9% | +70.6% | -129.4% | -69.8% |
| All | -99.2% | +33.3% | -132.6% | -99.5% |
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 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