-99.3%
AMC vs GEN
+32.5%
-131.8%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -2.6% | +4.6% | +3.1% |
| 7D | +2.6% | +2.3% | +0.3% | +1.7% |
| 30D | +9.0% | +33.1% | -24.0% | -4.3% |
| 3M | +22.2% | +6.5% | +15.7% | +17.0% |
| 6M | +91.5% | +53.8% | +37.7% | +53.8% |
| YTD | +101.3% | +11.2% | +90.1% | +86.9% |
| 1Y | +20.8% | +19.4% | +1.4% | +8.4% |
| 3Y | -71.3% | +81.0% | -152.4% | -79.9% |
| All | -99.3% | +32.5% | -131.8% | -99.4% |
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