+599.3%
AMDG vs SPY
+27.8%
+571.6%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.3% | -0.5% | +11.9% | +13.9% |
| 7D | +19.8% | +0.5% | +19.2% | +15.9% |
| 30D | +5.9% | -0.9% | +6.9% | +10.1% |
| 3M | -9.8% | +3.9% | -13.6% | -18.8% |
| 6M | +394.0% | +14.5% | +379.4% | +223.1% |
| YTD | +255.0% | +12.9% | +242.1% | +153.8% |
| 1Y | +501.7% | +19.4% | +482.3% | +267.5% |
| All | +599.3% | +27.8% | +571.6% | +241.3% |
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 2016-09-08 to 2026-09-08: 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling