+106.3%
AMDG vs SPY
+14.6%
+91.7%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.7% | -0.1% | -9.3% |
| 7D | -30.7% | -0.7% | -30.0% | -25.6% |
| 30D | -44.1% | -1.0% | -43.1% | -37.0% |
| 3M | -25.3% | -0.3% | -25.0% | -18.9% |
| 6M | +43.9% | +7.3% | +36.6% | +16.5% |
| YTD | +200.8% | +13.3% | +187.5% | +102.2% |
| 1Y | +106.3% | +14.8% | +91.6% | +32.0% |
| All | +106.3% | +14.6% | +91.7% | +32.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SPY.
Daily Out/Under-Performance
Portfolio return minus SPY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPY 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 1y: compounded portfolio wealth divided by compounded SPY 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…
1y analysis · Full analysis span regression · 6 months rolling