-98.7%
AMC vs SPXU
-99.5%
+0.8%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | -7.0% | +15.3% | +5.3% |
| 7D | +6.6% | -1.5% | +8.1% | +7.5% |
| 30D | +14.1% | +9.7% | +4.4% | +20.8% |
| 3M | +31.3% | +8.4% | +22.8% | +39.0% |
| 6M | +126.7% | -5.7% | +132.4% | +129.0% |
| YTD | +117.9% | -25.4% | +143.4% | +104.6% |
| 1Y | +41.1% | -28.9% | +70.0% | +30.8% |
| 3Y | -61.0% | -81.2% | +20.2% | -76.8% |
| 5Y | -99.1% | -83.3% | -15.9% | -99.4% |
| 10Y | -98.7% | -99.5% | +0.8% | -99.6% |
| All | -98.7% | -99.5% | +0.8% | -99.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling