-99.2%
AMC vs SPXU
-83.3%
-16.0%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +1.2% | -3.9% | -2.0% |
| 7D | +3.5% | -7.6% | +11.1% | -0.6% |
| 30D | +12.5% | +5.3% | +7.1% | +18.2% |
| 3M | +23.6% | +9.6% | +13.9% | +33.8% |
| 6M | +144.4% | -4.5% | +148.9% | +148.7% |
| YTD | +108.3% | -25.9% | +134.2% | +89.8% |
| 1Y | +38.9% | -28.9% | +67.8% | +24.4% |
| 3Y | -58.9% | -80.5% | +21.6% | -80.7% |
| All | -99.2% | -83.3% | -16.0% | -99.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling