+1,071.8%
AMUU vs SPY
+39.9%
+1,031.9%
-65.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -0.4% | +3.1% | +4.6% |
| 7D | +5.7% | -0.6% | +6.3% | +18.8% |
| 30D | -36.7% | -3.7% | -33.0% | -12.7% |
| 3M | -0.2% | -2.7% | +2.6% | +32.8% |
| 6M | -10.2% | +2.2% | -12.4% | +5.2% |
| YTD | +221.7% | +10.8% | +210.8% | +189.7% |
| 1Y | +134.6% | +11.2% | +123.4% | +112.3% |
| All | +1,071.8% | +39.9% | +1,031.9% | +365.6% |
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