+110.2%
SPOT vs AMC
-99.3%
+209.4%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +1.9% | -3.8% | -2.0% |
| 7D | +1.6% | +2.6% | -1.0% | +1.3% |
| 30D | +17.6% | +9.0% | +8.5% | +16.4% |
| 3M | +26.9% | +22.2% | +4.8% | +23.6% |
| 6M | +41.8% | +91.5% | -49.7% | +29.2% |
| YTD | +3.8% | +101.3% | -97.4% | -6.8% |
| 1Y | -2.5% | +20.8% | -23.2% | -7.6% |
| 3Y | +260.6% | -71.3% | +331.9% | +281.7% |
| All | +110.2% | -99.3% | +209.4% | +256.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling