+331.1%
AMD vs BBWI
-43.7%
+374.8%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +2.8% | +1.8% | +3.9% |
| 7D | +2.6% | +1.5% | +1.1% | +2.2% |
| 30D | -0.9% | -5.2% | +4.3% | +0.1% |
| 3M | -8.7% | +11.1% | -19.8% | -12.5% |
| 6M | +136.3% | -13.4% | +149.7% | +141.1% |
| YTD | +123.0% | +0.1% | +122.9% | +116.1% |
| 1Y | +195.2% | -36.1% | +231.3% | +225.2% |
| All | +331.1% | -43.7% | +374.8% | +390.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling