-98.9%
AMC vs TRU
+138.6%
-237.5%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -2.8% | -0.6% | -2.2% |
| 7D | -0.8% | -7.2% | +6.4% | +2.1% |
| 30D | -1.2% | -2.8% | +1.7% | -0.3% |
| 3M | +42.2% | +13.0% | +29.2% | +32.9% |
| 6M | +118.8% | +0.7% | +118.1% | +115.7% |
| YTD | +64.1% | -9.0% | +73.1% | +67.2% |
| 1Y | -9.5% | -16.3% | +6.8% | -5.6% |
| 3Y | -64.3% | -1.1% | -63.3% | -68.1% |
| 5Y | -99.5% | -36.0% | -63.5% | -99.4% |
| 10Y | -98.9% | +139.9% | -238.8% | -99.1% |
| All | -98.9% | +138.6% | -237.5% | -99.1% |
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