-98.7%
AMC vs TRU
+174.2%
-272.8%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -1.2% | +2.9% | +2.2% |
| 7D | +5.5% | +4.6% | +0.9% | +3.6% |
| 30D | +16.1% | +25.4% | -9.3% | +5.3% |
| 3M | +43.0% | +4.0% | +39.0% | +38.9% |
| 6M | +130.7% | +14.5% | +116.2% | +113.7% |
| YTD | +121.8% | -3.7% | +125.5% | +118.7% |
| 1Y | +40.7% | +2.8% | +37.9% | +34.7% |
| 3Y | -56.8% | +58.5% | -115.3% | -69.0% |
| 5Y | -99.1% | -25.0% | -74.1% | -99.1% |
| 10Y | -98.7% | +186.0% | -284.7% | -98.9% |
| All | -98.7% | +174.2% | -272.8% | -98.9% |
Cumulative growth
Daily Returns
Daily percentage return beside TRU.
Daily Out/Under-Performance
Portfolio return minus TRU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRU 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 TRU 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