-97.5%
AMC vs UUUU
+24.9%
-122.3%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +2.8% | -4.0% | -1.7% |
| 7D | -2.8% | -3.5% | +0.6% | -2.1% |
| 30D | +14.0% | -28.3% | +42.3% | +21.9% |
| 3M | +42.5% | -53.1% | +95.6% | +65.7% |
| 6M | +142.6% | -68.6% | +211.1% | +203.4% |
| YTD | +119.2% | -52.3% | +171.6% | +140.3% |
| 1Y | +40.7% | -55.8% | +96.5% | +55.6% |
| 3Y | -57.3% | -12.3% | -45.0% | -64.6% |
| 5Y | -99.1% | -36.9% | -62.2% | -99.3% |
| 10Y | -98.7% | +388.0% | -486.7% | -99.4% |
| All | -97.5% | +24.9% | -122.3% | -98.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling