+99.3%
UL vs AMC
-98.6%
+197.9%
-30.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +8.3% | -7.4% | +0.9% |
| 7D | +0.3% | +6.6% | -6.3% | +0.2% |
| 30D | +7.0% | +14.1% | -7.1% | +6.9% |
| 3M | +5.8% | +31.3% | -25.5% | +5.6% |
| 6M | +16.1% | +126.7% | -110.5% | +15.5% |
| YTD | +4.5% | +117.9% | -113.5% | +3.9% |
| 1Y | -1.3% | +41.1% | -42.4% | -1.7% |
| 3Y | +35.0% | -61.0% | +95.9% | +34.8% |
| 5Y | +31.9% | -99.1% | +131.1% | +33.0% |
| 10Y | +99.3% | -98.7% | +197.9% | +88.1% |
| All | +99.3% | -98.6% | +197.9% | +88.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AMC.
Daily Out/Under-Performance
Portfolio return minus AMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMC 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 AMC 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