+8,017.8%
AMD vs SPMO
+517.5%
+7,500.3%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | +0.5% | +5.4% | +5.1% |
| 7D | +10.0% | +3.4% | +6.6% | +4.7% |
| 30D | +4.6% | +0.5% | +4.1% | +4.0% |
| 3M | +3.1% | +1.9% | +1.2% | +2.7% |
| 6M | +162.8% | +27.8% | +135.0% | +92.1% |
| YTD | +136.2% | +26.7% | +109.5% | +76.3% |
| 1Y | +234.0% | +28.9% | +205.1% | +146.3% |
| 3Y | +376.7% | +160.7% | +216.0% | +35.8% |
| 5Y | +376.3% | +150.2% | +226.2% | +49.1% |
| 10Y | +8,017.8% | +517.5% | +7,500.3% | +928.0% |
| All | +8,017.8% | +517.5% | +7,500.3% | +928.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SPMO.
Daily Out/Under-Performance
Portfolio return minus SPMO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPMO 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 SPMO 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