+264.6%
AMD vs SPOT
+117.4%
+147.2%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | +2.4% | -11.1% | -9.6% |
| 7D | +18.9% | +1.6% | +17.3% | +18.2% |
| 30D | -6.4% | +16.9% | -23.4% | -12.8% |
| 3M | +10.6% | +23.0% | -12.4% | -0.1% |
| 6M | +19.9% | +42.2% | -22.3% | -0.4% |
| YTD | +149.4% | +5.5% | +143.9% | +131.2% |
| 1Y | +115.4% | -5.1% | +120.4% | +109.8% |
| 3Y | +357.3% | +257.9% | +99.4% | +110.9% |
| All | +264.6% | +117.4% | +147.2% | +98.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SPOT.
Daily Out/Under-Performance
Portfolio return minus SPOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPOT 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 5y: compounded portfolio wealth divided by compounded SPOT 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…
5y analysis · Full analysis span regression · 6 months rolling