+7,228.2%
AMD vs AG
+77.4%
+7,150.9%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.3% | +4.7% | +8.6% | +12.3% |
| 7D | +8.9% | +10.8% | -1.9% | +6.9% |
| 30D | -16.4% | -8.2% | -8.2% | -14.7% |
| 3M | +5.2% | -13.7% | +18.9% | +8.0% |
| 6M | +11.7% | -27.3% | +39.0% | +18.1% |
| YTD | +137.5% | -4.6% | +142.0% | +135.9% |
| 1Y | +117.8% | +39.4% | +78.4% | +101.8% |
| 3Y | +348.1% | +244.1% | +104.0% | +242.2% |
| 5Y | +241.5% | +16.8% | +224.7% | +194.6% |
| 10Y | +7,228.2% | +71.7% | +7,156.6% | +5,558.5% |
| All | +7,228.2% | +77.4% | +7,150.9% | +5,558.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AG.
Daily Out/Under-Performance
Portfolio return minus AG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AG 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 10y: compounded portfolio wealth divided by compounded AG 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…
10y analysis · Full analysis span regression · 6 months rolling