+8,164.6%
AMD vs BEN
+60.1%
+8,104.5%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | 0.0% | +7.3% | +7.3% |
| 7D | +13.1% | +7.2% | +5.9% | +9.9% |
| 30D | -7.0% | +14.1% | -21.1% | -12.6% |
| 3M | +16.6% | +9.9% | +6.6% | +11.8% |
| 6M | +20.5% | +17.4% | +3.1% | +11.6% |
| YTD | +158.2% | +57.3% | +100.9% | +103.1% |
| 1Y | +132.8% | +66.9% | +65.8% | +77.5% |
| 3Y | +366.2% | +85.7% | +280.6% | +222.4% |
| 5Y | +278.7% | +31.2% | +247.5% | +210.6% |
| 10Y | +8,164.6% | +61.0% | +8,103.5% | +6,224.8% |
| All | +8,164.6% | +60.1% | +8,104.5% | +6,224.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling