-12.5%
AMC vs USHY
+4.0%
-16.5%
-69.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USHY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -0.2% | -3.7% | -2.7% |
| 7D | -6.8% | -0.1% | -6.7% | -6.0% |
| 30D | +1.7% | 0.0% | +1.7% | +2.3% |
| 3M | +26.8% | +0.8% | +26.0% | +20.3% |
| 6M | +117.7% | +1.9% | +115.8% | +100.6% |
| YTD | +57.7% | +2.3% | +55.4% | +43.6% |
| 1Y | -12.5% | +4.1% | -16.6% | -24.5% |
| All | -12.5% | +4.0% | -16.5% | -24.5% |
Cumulative growth
Daily Returns
Daily percentage return beside USHY.
Daily Out/Under-Performance
Portfolio return minus USHY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USHY 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 1y: compounded portfolio wealth divided by compounded USHY 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…
1y analysis · Full analysis span regression · 6 months rolling