+8,164.6%
AMD vs AG
+72.5%
+8,092.1%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | -1.1% | +8.5% | +7.5% |
| 7D | +13.1% | -4.0% | +17.1% | +14.3% |
| 30D | -7.0% | -13.1% | +6.1% | -4.1% |
| 3M | +16.6% | -22.0% | +38.6% | +22.1% |
| 6M | +20.5% | -37.3% | +57.8% | +31.1% |
| YTD | +158.2% | -11.2% | +169.3% | +160.1% |
| 1Y | +132.8% | +23.9% | +108.8% | +120.4% |
| 3Y | +366.2% | +225.1% | +141.1% | +259.8% |
| 5Y | +278.7% | +7.7% | +270.9% | +231.4% |
| 10Y | +8,164.6% | +86.9% | +8,077.7% | +6,475.8% |
| All | +8,164.6% | +72.5% | +8,092.1% | +6,475.8% |
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