-99.5%
AMC vs UUUU
+118.2%
-217.7%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +1.0% | -4.4% | -3.6% |
| 7D | -0.8% | +2.8% | -3.6% | -1.3% |
| 30D | -1.2% | +3.4% | -4.6% | -2.1% |
| 3M | +42.2% | -3.9% | +46.1% | +42.3% |
| 6M | +118.8% | -23.2% | +142.0% | +126.2% |
| YTD | +64.1% | +0.6% | +63.6% | +53.5% |
| 1Y | -9.5% | +22.9% | -32.4% | -24.0% |
| 3Y | -64.3% | +98.6% | -163.0% | -77.1% |
| 5Y | -99.5% | +130.2% | -229.7% | -99.7% |
| All | -99.5% | +118.2% | -217.7% | -99.7% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 UUUU 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