+195.2%
AMD vs BEN
+42.6%
+152.6%
-27.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +3.5% | +1.2% | +3.3% |
| 7D | +2.6% | +0.2% | +2.3% | +2.5% |
| 30D | -0.9% | -0.5% | -0.4% | -0.8% |
| 3M | -8.7% | +9.7% | -18.4% | -11.3% |
| 6M | +136.3% | +33.9% | +102.4% | +119.6% |
| YTD | +123.0% | +49.0% | +74.0% | +103.6% |
| 1Y | +195.2% | +42.1% | +153.1% | +170.0% |
| All | +195.2% | +42.6% | +152.6% | +170.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 BEN 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