-4.2%
AMPG vs SPY
+81.0%
-85.2%
-86.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -0.5% | -3.0% | -2.8% |
| 7D | +3.6% | -0.4% | +4.0% | +4.2% |
| 30D | -39.5% | -1.4% | -38.2% | -38.1% |
| 3M | -49.7% | +3.7% | -53.4% | -52.2% |
| 6M | +33.9% | +13.0% | +20.9% | +14.6% |
| YTD | +15.1% | +12.4% | +2.7% | -0.1% |
| 1Y | -15.9% | +18.5% | -34.4% | -31.2% |
| 3Y | +75.5% | +77.6% | -2.1% | -9.3% |
| 5Y | -4.2% | +81.7% | -85.9% | -49.5% |
| All | -4.2% | +81.0% | -85.2% | -49.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling