+95.5%
AMD vs BBWI
+2.4%
+93.1%
-28.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +4.1% | -3.1% | +0.4% |
| 7D | -15.5% | +8.8% | -24.3% | -16.6% |
| 30D | -22.6% | +34.8% | -57.5% | -26.5% |
| 3M | -5.7% | +12.9% | -18.7% | -7.6% |
| 6M | +43.1% | +29.6% | +13.5% | +34.8% |
| YTD | +128.2% | +20.8% | +107.5% | +115.9% |
| 1Y | +95.5% | +4.1% | +91.4% | +91.5% |
| All | +95.5% | +2.4% | +93.1% | +91.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BBWI.
Daily Out/Under-Performance
Portfolio return minus BBWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBWI 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 BBWI 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