+311.1%
SPOT vs AMC
-97.2%
+408.4%
-80.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -2.7% | +5.1% | +2.5% |
| 7D | +1.6% | +3.5% | -1.9% | +1.5% |
| 30D | +16.9% | +12.5% | +4.5% | +16.4% |
| 3M | +23.0% | +23.6% | -0.6% | +21.8% |
| 6M | +42.2% | +144.4% | -102.2% | +36.7% |
| YTD | +5.5% | +108.3% | -102.8% | +1.7% |
| 1Y | -5.1% | +38.9% | -44.0% | -7.3% |
| 3Y | +257.9% | -58.9% | +316.8% | +256.6% |
| 5Y | +118.4% | -99.2% | +217.5% | +135.0% |
| All | +311.1% | -97.2% | +408.4% | +339.0% |
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