+301.8%
AMD vs SPMO
+116.1%
+185.7%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | +1.6% | +9.4% | +8.1% |
| 7D | -11.0% | -8.7% | -2.3% | +6.9% |
| 30D | -30.5% | -18.7% | -11.8% | +4.2% |
| 3M | -8.2% | -16.4% | +8.2% | +31.8% |
| 6M | +6.6% | -11.9% | +18.4% | +43.4% |
| YTD | +109.7% | +4.9% | +104.8% | +113.9% |
| 1Y | +88.9% | +6.2% | +82.7% | +89.7% |
| 3Y | +301.8% | +115.1% | +186.7% | +16.0% |
| All | +301.8% | +116.1% | +185.7% | +16.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling