+70.5%
AMZU vs SPY
+104.3%
-33.9%
-55.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.4% | -0.3% | +0.3% |
| 7D | +5.4% | +2.6% | +2.8% | -1.4% |
| 30D | +7.6% | -2.0% | +9.6% | +13.5% |
| 3M | -3.9% | -2.8% | -1.1% | +4.0% |
| 6M | -13.6% | +2.1% | -15.8% | -16.6% |
| YTD | +9.9% | +11.5% | -1.6% | -13.7% |
| 1Y | +1.5% | +13.5% | -11.9% | -23.4% |
| 3Y | +70.2% | +77.7% | -7.5% | -48.9% |
| All | +70.5% | +104.3% | -33.9% | -58.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling