+337.5%
AMD vs ACWI
+67.7%
+269.9%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | 0.0% | +4.7% | +4.8% |
| 7D | +2.6% | +0.5% | +2.1% | +1.4% |
| 30D | -0.9% | +0.9% | -1.8% | -2.9% |
| 3M | -8.7% | +2.4% | -11.1% | -11.4% |
| 6M | +136.3% | +12.4% | +124.0% | +89.8% |
| YTD | +123.0% | +15.2% | +107.8% | +70.9% |
| 1Y | +195.2% | +22.7% | +172.5% | +99.5% |
| 3Y | +336.3% | +75.8% | +260.6% | +43.3% |
| All | +337.5% | +67.7% | +269.9% | +82.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling