+6,351.7%
AMD vs BBWI
-43.7%
+6,395.5%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | -3.3% | +14.3% | +11.8% |
| 7D | -11.0% | -6.2% | -4.9% | -9.7% |
| 30D | -30.5% | +19.9% | -50.4% | -33.6% |
| 3M | -8.2% | +7.1% | -15.4% | -10.7% |
| 6M | +6.6% | +13.7% | -7.1% | +1.4% |
| YTD | +109.7% | +9.6% | +100.1% | +98.7% |
| 1Y | +88.9% | -1.6% | +90.6% | +82.1% |
| 3Y | +301.8% | -25.9% | +327.7% | +300.8% |
| 5Y | +229.4% | -67.8% | +297.2% | +276.7% |
| All | +6,351.7% | -43.7% | +6,395.5% | +5,959.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling