+331.1%
AMD vs ACWI
+76.1%
+255.0%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | 0.0% | +4.7% | +4.8% |
| 7D | +2.6% | +0.5% | +2.1% | +1.3% |
| 30D | -0.9% | +0.9% | -1.8% | -3.1% |
| 3M | -8.7% | +2.4% | -11.1% | -11.8% |
| 6M | +136.3% | +12.4% | +124.0% | +87.9% |
| YTD | +123.0% | +15.2% | +107.8% | +68.8% |
| 1Y | +195.2% | +22.7% | +172.5% | +96.4% |
| All | +331.1% | +76.1% | +255.0% | +37.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ACWI.
Daily Out/Under-Performance
Portfolio return minus ACWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACWI 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 ACWI 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