+376.7%
AMD vs B
+197.9%
+178.8%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | B | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -1.5% | +7.4% | +6.4% |
| 7D | +10.0% | +2.3% | +7.7% | +9.0% |
| 30D | +4.6% | +1.4% | +3.3% | +3.6% |
| 3M | +3.1% | +12.2% | -9.0% | -2.0% |
| 6M | +162.8% | -2.1% | +164.9% | +159.7% |
| YTD | +136.2% | +2.9% | +133.2% | +130.4% |
| 1Y | +234.0% | +55.3% | +178.7% | +197.3% |
| 3Y | +376.7% | +198.7% | +178.0% | +286.2% |
| All | +376.7% | +197.9% | +178.8% | +286.2% |
Cumulative growth
Daily Returns
Daily percentage return beside B.
Daily Out/Under-Performance
Portfolio return minus B return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × B 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 3y: compounded portfolio wealth divided by compounded B 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…
3y analysis · Full analysis span regression · 6 months rolling