+348.1%
AMD vs BBWI
-25.2%
+373.3%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.3% | +1.9% | +11.4% | +12.8% |
| 7D | +8.9% | -6.2% | +15.1% | +10.8% |
| 30D | -16.4% | +25.5% | -41.9% | -21.2% |
| 3M | +5.2% | +8.0% | -2.8% | +2.3% |
| 6M | +11.7% | +12.7% | -1.0% | +6.2% |
| YTD | +137.5% | +11.6% | +125.8% | +122.7% |
| 1Y | +117.8% | -0.9% | +118.7% | +109.9% |
| 3Y | +348.1% | -22.7% | +370.8% | +408.1% |
| All | +348.1% | -25.2% | +373.3% | +408.1% |
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