+501.7%
AMDG vs SPY
+19.4%
+482.3%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.3% | -0.5% | +11.9% | +14.8% |
| 7D | +19.8% | +0.5% | +19.2% | +14.4% |
| 30D | +5.9% | -0.9% | +6.9% | +11.3% |
| 3M | -9.8% | +3.9% | -13.6% | -23.6% |
| 6M | +394.0% | +14.5% | +379.4% | +183.0% |
| YTD | +255.0% | +12.9% | +242.1% | +125.8% |
| 1Y | +501.7% | +19.4% | +482.3% | +245.9% |
| All | +501.7% | +19.4% | +482.3% | +245.9% |
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