+8,017.8%
AMD vs AMGN
+211.5%
+7,806.3%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | AMGN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -10.1% | +16.0% | +9.8% |
| 7D | +10.0% | -10.3% | +20.3% | +14.1% |
| 30D | +4.6% | -3.8% | +8.4% | +5.2% |
| 3M | +3.1% | +14.4% | -11.2% | -4.4% |
| 6M | +162.8% | +7.8% | +155.0% | +149.6% |
| YTD | +136.2% | +22.6% | +113.6% | +109.7% |
| 1Y | +234.0% | +44.2% | +189.8% | +172.4% |
| 3Y | +376.7% | +65.8% | +310.9% | +249.8% |
| 5Y | +376.3% | +108.0% | +268.4% | +199.9% |
| 10Y | +8,017.8% | +209.9% | +7,807.9% | +4,118.1% |
| All | +8,017.8% | +211.5% | +7,806.3% | +4,118.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AMGN.
Daily Out/Under-Performance
Portfolio return minus AMGN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMGN 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 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded AMGN 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling