+238.8%
SPOT vs AMC
-67.9%
+306.7%
-46.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +4.3% | -7.5% | -3.3% |
| 7D | -0.9% | +2.3% | -3.2% | -1.0% |
| 30D | +12.5% | -0.7% | +13.2% | +12.4% |
| 3M | +9.9% | +35.2% | -25.3% | +7.6% |
| 6M | +1.6% | +124.6% | -123.0% | -3.1% |
| YTD | -6.6% | +69.9% | -76.5% | -10.0% |
| 1Y | -22.9% | -2.6% | -20.4% | -24.0% |
| All | +238.8% | -67.9% | +306.7% | +257.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling