+7,765.4%
AMD vs AU
+818.2%
+6,947.2%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | -1.5% | -7.3% | -8.5% |
| 7D | +18.9% | -7.2% | +26.1% | +20.3% |
| 30D | -6.4% | -2.9% | -3.6% | -6.0% |
| 3M | +10.6% | -8.7% | +19.2% | +11.8% |
| 6M | +19.9% | -14.1% | +34.0% | +21.9% |
| YTD | +149.4% | +4.8% | +144.6% | +146.9% |
| 1Y | +115.4% | +11.9% | +103.5% | +111.5% |
| 3Y | +357.3% | +513.8% | -156.5% | +266.8% |
| 5Y | +261.1% | +379.3% | -118.1% | +188.7% |
| All | +7,765.4% | +818.2% | +6,947.2% | +6,325.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AU.
Daily Out/Under-Performance
Portfolio return minus AU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AU 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 AU 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