+199.0%
AMD vs A
+15.4%
+183.7%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | +1.7% | +9.3% | +10.0% |
| 7D | -11.0% | -0.1% | -11.0% | -10.5% |
| 30D | -30.5% | +3.4% | -33.8% | -31.2% |
| 3M | -8.2% | +23.8% | -32.1% | -18.8% |
| 6M | +6.6% | +49.0% | -42.4% | -17.1% |
| YTD | +109.7% | +29.4% | +80.3% | +76.9% |
| 1Y | +88.9% | +19.4% | +69.5% | +67.6% |
| 3Y | +301.8% | +66.2% | +235.6% | +158.0% |
| All | +199.0% | +15.4% | +183.7% | +168.5% |
Cumulative growth
Daily Returns
Daily percentage return beside A.
Daily Out/Under-Performance
Portfolio return minus A return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × A 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 A 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