-98.9%
AMC vs SPXU
-99.5%
+0.6%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +1.7% | -5.1% | -2.7% |
| 7D | -0.8% | -1.5% | +0.7% | -1.4% |
| 30D | -1.2% | +3.7% | -4.9% | +0.6% |
| 3M | +42.2% | -9.6% | +51.8% | +37.0% |
| 6M | +118.8% | -32.4% | +151.2% | +91.5% |
| YTD | +64.1% | -28.7% | +92.8% | +48.0% |
| 1Y | -9.5% | -38.2% | +28.7% | -22.3% |
| 3Y | -64.3% | -80.4% | +16.1% | -78.6% |
| 5Y | -99.5% | -86.0% | -13.4% | -99.6% |
| 10Y | -98.9% | -99.5% | +0.6% | -99.7% |
| All | -98.9% | -99.5% | +0.6% | -99.7% |
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