-97.7%
AMC vs SPXU
-99.8%
+2.1%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.7% | +2.7% | +1.6% |
| 7D | +2.6% | +7.6% | -4.9% | +6.9% |
| 30D | +9.0% | +17.5% | -8.5% | +18.2% |
| 3M | +22.2% | +14.7% | +7.5% | +31.8% |
| 6M | +91.5% | -0.1% | +91.5% | +97.6% |
| YTD | +101.3% | -19.8% | +121.1% | +94.7% |
| 1Y | +20.8% | -23.7% | +44.5% | +15.2% |
| 3Y | -71.3% | -79.5% | +8.2% | -81.9% |
| 5Y | -99.2% | -81.9% | -17.4% | -99.4% |
| 10Y | -98.7% | -99.5% | +0.8% | -99.6% |
| All | -97.7% | -99.8% | +2.1% | -99.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling