+122.2%
AMDG vs SPY
+12.3%
+109.9%
-65.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +26.2% | +2.4% | +23.9% | +9.9% |
| 7D | +10.6% | +0.1% | +10.5% | +20.8% |
| 30D | -38.5% | -3.3% | -35.1% | -11.0% |
| 3M | -9.2% | -2.4% | -6.7% | +24.9% |
| 6M | -14.4% | +2.6% | -17.0% | -2.6% |
| YTD | +204.5% | +11.2% | +193.3% | +158.6% |
| All | +122.2% | +12.3% | +109.9% | +88.1% |
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