+9.5%
AMTB vs SPY
+204.3%
-194.8%
-69.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.4% | +0.4% | +0.4% |
| 7D | +2.8% | +2.6% | +0.2% | +0.1% |
| 30D | +6.4% | -2.0% | +8.4% | +8.3% |
| 3M | +4.5% | -2.8% | +7.3% | +7.1% |
| 6M | +36.2% | +2.1% | +34.0% | +32.2% |
| YTD | +57.7% | +11.5% | +46.2% | +39.6% |
| 1Y | +73.9% | +13.5% | +60.4% | +51.2% |
| 3Y | +67.2% | +77.7% | -10.5% | -7.9% |
| 5Y | +9.8% | +72.6% | -62.8% | -38.2% |
| All | +9.5% | +204.3% | -194.8% | -65.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling