+100.8%
AMDW vs SPY
+14.6%
+86.2%
-33.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.7% | -1.2% | -6.0% |
| 7D | -19.5% | -0.7% | -18.8% | -16.6% |
| 30D | -28.1% | -1.0% | -27.1% | -23.9% |
| 3M | -10.9% | -0.3% | -10.6% | -8.0% |
| 6M | +45.1% | +7.3% | +37.8% | +20.5% |
| YTD | +145.6% | +13.3% | +132.3% | +79.2% |
| 1Y | +100.8% | +14.8% | +86.0% | +41.0% |
| All | +100.8% | +14.6% | +86.2% | +41.0% |
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