+139.5%
AMDY vs SPY
+20.8%
+118.6%
-27.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -0.4% | +4.4% | +5.1% |
| 7D | +2.8% | +0.1% | +2.7% | +2.3% |
| 30D | -1.3% | +0.1% | -1.4% | -1.7% |
| 3M | -8.8% | +2.0% | -10.8% | -12.5% |
| 6M | +107.2% | +13.0% | +94.2% | +62.4% |
| YTD | +86.7% | +13.5% | +73.1% | +44.6% |
| 1Y | +139.5% | +20.0% | +119.5% | +74.7% |
| All | +139.5% | +20.8% | +118.6% | +74.7% |
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