+8,732.1%
AMD vs AU
+684.1%
+8,048.0%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +0.6% | +2.4% | +2.9% |
| 7D | +14.0% | +0.6% | +13.4% | +13.9% |
| 30D | +11.0% | +12.3% | -1.3% | +8.9% |
| 3M | +9.6% | +29.4% | -19.8% | +5.1% |
| 6M | +157.1% | +3.2% | +153.9% | +153.9% |
| YTD | +143.3% | +31.8% | +111.5% | +133.1% |
| 1Y | +234.4% | +83.4% | +151.0% | +208.7% |
| 3Y | +391.2% | +623.1% | -231.9% | +282.9% |
| 5Y | +390.9% | +700.5% | -309.6% | +271.2% |
| 10Y | +8,732.1% | +717.6% | +8,014.5% | +7,199.0% |
| All | +8,732.1% | +684.1% | +8,048.0% | +7,199.0% |
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