+257.9%
SPOT vs AME
+64.2%
+193.7%
-46.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AME | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +0.4% | +1.9% | +2.3% |
| 7D | +1.6% | +5.9% | -4.3% | +1.3% |
| 30D | +16.9% | -1.9% | +18.8% | +16.8% |
| 3M | +23.0% | -5.4% | +28.3% | +23.4% |
| 6M | +42.2% | +4.9% | +37.2% | +39.6% |
| YTD | +5.5% | +18.5% | -13.0% | +0.1% |
| 1Y | -5.1% | +25.5% | -30.5% | -11.4% |
| 3Y | +257.9% | +63.0% | +194.9% | +220.9% |
| All | +257.9% | +64.2% | +193.7% | +220.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AME.
Daily Out/Under-Performance
Portfolio return minus AME return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AME 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 AME 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