+251.0%
SPOT vs AMC
-97.9%
+348.9%
-80.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -3.9% | +2.8% | -0.9% |
| 7D | -6.5% | -6.8% | +0.3% | -6.3% |
| 30D | +2.2% | +1.7% | +0.5% | +2.1% |
| 3M | +5.4% | +26.8% | -21.4% | +4.0% |
| 6M | -4.0% | +117.7% | -121.7% | -7.4% |
| YTD | -9.9% | +57.7% | -67.6% | -12.2% |
| 1Y | -27.3% | -12.5% | -14.8% | -27.7% |
| 3Y | +236.4% | -65.7% | +302.1% | +237.3% |
| 5Y | +112.6% | -99.5% | +212.1% | +131.9% |
| All | +251.0% | -97.9% | +348.9% | +279.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling