+234.7%
AMDW vs SPY
+20.8%
+213.9%
-34.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -0.4% | +6.2% | +7.3% |
| 7D | +3.1% | +0.1% | +3.0% | +2.4% |
| 30D | -1.5% | +0.1% | -1.5% | -2.0% |
| 3M | -12.5% | +2.0% | -14.5% | -16.5% |
| 6M | +168.7% | +13.0% | +155.7% | +92.2% |
| YTD | +146.5% | +13.5% | +132.9% | +74.1% |
| 1Y | +234.7% | +20.0% | +214.8% | +121.6% |
| All | +234.7% | +20.8% | +213.9% | +121.6% |
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