+95.5%
AMD vs BAX
+46.0%
+49.4%
-28.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +4.0% | -3.0% | +1.1% |
| 7D | -15.5% | +4.1% | -19.6% | -15.4% |
| 30D | -22.6% | +9.4% | -32.0% | -22.4% |
| 3M | -5.7% | -6.5% | +0.7% | -5.3% |
| 6M | +43.1% | +59.6% | -16.5% | +43.2% |
| YTD | +128.2% | +38.9% | +89.4% | +131.0% |
| 1Y | +95.5% | +48.0% | +47.5% | +95.0% |
| All | +95.5% | +46.0% | +49.4% | +95.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BAX.
Daily Out/Under-Performance
Portfolio return minus BAX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BAX 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 1y: compounded portfolio wealth divided by compounded BAX 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…
1y analysis · Full analysis span regression · 6 months rolling