-0.3%
SPOT vs AMC
+38.0%
-38.3%
-36.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +7.3% | -2.7% | +4.3% |
| 7D | +16.6% | +17.7% | -1.1% | +15.8% |
| 30D | +29.9% | +26.2% | +3.8% | +28.6% |
| 3M | +31.3% | +31.3% | -0.1% | +29.3% |
| 6M | +43.2% | +142.8% | -99.5% | +34.3% |
| YTD | +8.1% | +125.6% | -117.6% | -0.9% |
| 1Y | -0.3% | +40.2% | -40.5% | -1.9% |
| All | -0.3% | +38.0% | -38.3% | -1.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AMC.
Daily Out/Under-Performance
Portfolio return minus AMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMC 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 1y: compounded portfolio wealth divided by compounded AMC 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…
1y analysis · Full analysis span regression · 6 months rolling