-26.4%
SPOT vs AMC
-6.9%
-19.5%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -3.4% | +0.9% | -2.3% |
| 7D | -2.9% | -0.8% | -2.1% | -2.8% |
| 30D | +8.3% | -1.2% | +9.5% | +8.2% |
| 3M | +5.1% | +42.2% | -37.2% | +1.1% |
| 6M | -6.5% | +118.8% | -125.3% | -14.3% |
| YTD | -9.0% | +64.1% | -73.1% | -15.5% |
| 1Y | -26.4% | -9.5% | -16.9% | -22.6% |
| All | -26.4% | -6.9% | -19.5% | -22.6% |
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