+97.2%
AMCR vs SPXU
-99.9%
+197.2%
-48.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-09.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +1.4% | -4.1% | -2.5% |
| 7D | -6.3% | +1.3% | -7.5% | -6.0% |
| 30D | -7.1% | +5.1% | -12.3% | -6.2% |
| 3M | +12.7% | -9.1% | +21.8% | +11.1% |
| 6M | +5.2% | -29.6% | +34.7% | -0.5% |
| YTD | +8.1% | -27.7% | +35.7% | +3.0% |
| 1Y | +11.7% | -37.0% | +48.7% | +4.0% |
| 3Y | +9.9% | -80.2% | +90.1% | -13.9% |
| 5Y | -8.7% | -86.0% | +77.4% | -27.3% |
| 10Y | +16.8% | -99.5% | +116.4% | -25.8% |
| All | +97.2% | -99.9% | +197.2% | +26.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 1990-01-01 to 2026-09-09: compounded portfolio wealth divided by compounded SPXU 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…
1990-01-01 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling