+9,703.6%
AMD vs BBWI
+1,184.1%
+8,519.5%
-96.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -17.3% | -6.2% | -11.1% | -15.2% |
| 7D | -28.6% | -3.1% | -25.5% | -27.7% |
| 30D | -37.7% | +23.1% | -60.9% | -42.2% |
| 3M | -16.1% | +7.3% | -23.4% | -19.5% |
| 6M | +13.8% | +22.6% | -8.8% | +3.4% |
| YTD | +88.8% | +13.3% | +75.5% | +72.3% |
| 1Y | +57.8% | -2.6% | +60.4% | +49.5% |
| 3Y | +260.3% | -25.9% | +286.2% | +253.5% |
| 5Y | +196.6% | -66.7% | +263.3% | +268.5% |
| 10Y | +6,064.6% | -41.6% | +6,106.2% | +4,785.4% |
| All | +9,703.6% | +1,184.1% | +8,519.5% | +1,919.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling