-80.8%
AMPL vs SPY
+67.0%
-147.8%
-93.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.3% | -4.4% | -1.9% | +1.3% |
| 7D | -5.8% | -4.7% | -1.1% | +2.3% |
| 30D | +8.9% | -5.9% | +14.8% | +21.0% |
| 3M | +60.8% | -4.5% | +65.4% | +74.3% |
| 6M | +102.5% | +1.8% | +100.7% | +95.2% |
| YTD | +39.0% | +8.3% | +30.7% | +19.9% |
| 1Y | +67.0% | +9.3% | +57.7% | +41.4% |
| 3Y | +49.8% | +74.9% | -25.1% | -47.3% |
| 5Y | -80.8% | +67.3% | -148.0% | -90.4% |
| All | -80.8% | +67.0% | -147.8% | -90.4% |
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