+40.2%
AMC vs SPXU
-30.4%
+70.6%
-63.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | -4.9% | +12.2% | +4.5% |
| 7D | +17.7% | +2.2% | +15.6% | +19.4% |
| 30D | +26.2% | +3.8% | +22.4% | +29.8% |
| 3M | +31.3% | +3.3% | +28.1% | +35.5% |
| 6M | +142.8% | -16.7% | +159.5% | +124.7% |
| YTD | +125.6% | -28.6% | +154.3% | +96.6% |
| 1Y | +40.2% | -30.6% | +70.8% | +21.3% |
| All | +40.2% | -30.4% | +70.6% | +21.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 1y: compounded portfolio wealth divided by compounded SPXU 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…
1y analysis · Full analysis span regression · 6 months rolling