-98.8%
AMC vs SPXU
-99.5%
+0.7%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +1.1% | -3.4% | -1.9% |
| 7D | +8.4% | -9.4% | +17.8% | +4.3% |
| 30D | +9.2% | +7.4% | +1.7% | +14.5% |
| 3M | +32.0% | +6.2% | +25.9% | +38.5% |
| 6M | +149.3% | -7.2% | +156.5% | +150.1% |
| YTD | +114.1% | -26.8% | +140.9% | +99.5% |
| 1Y | +35.8% | -26.3% | +62.0% | +27.7% |
| 3Y | -58.3% | -80.6% | +22.3% | -74.8% |
| 5Y | -99.2% | -83.6% | -15.6% | -99.4% |
| All | -98.8% | -99.5% | +0.7% | -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