+331.1%
AMD vs BA
-4.9%
+336.0%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +0.8% | +3.9% | +4.3% |
| 7D | +2.6% | +1.2% | +1.4% | +2.0% |
| 30D | -0.9% | -11.6% | +10.7% | +5.1% |
| 3M | -8.7% | -2.4% | -6.3% | -7.9% |
| 6M | +136.3% | -6.6% | +143.0% | +142.1% |
| YTD | +123.0% | -2.2% | +125.2% | +123.7% |
| 1Y | +195.2% | -8.0% | +203.2% | +204.0% |
| All | +331.1% | -4.9% | +336.0% | +217.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BA.
Daily Out/Under-Performance
Portfolio return minus BA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BA 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 BA 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