+6,351.7%
AMD vs BEN
+62.2%
+6,289.5%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | +4.7% | +6.3% | +8.5% |
| 7D | -11.0% | +6.6% | -17.7% | -13.5% |
| 30D | -30.5% | +3.8% | -34.3% | -31.4% |
| 3M | -8.2% | +0.2% | -8.4% | -7.7% |
| 6M | +6.6% | +10.4% | -3.9% | +1.9% |
| YTD | +109.7% | +46.2% | +63.5% | +71.8% |
| 1Y | +88.9% | +52.3% | +36.7% | +51.5% |
| 3Y | +301.8% | +65.9% | +235.9% | +196.3% |
| 5Y | +229.4% | +20.6% | +208.8% | +182.3% |
| All | +6,351.7% | +62.2% | +6,289.5% | +5,216.6% |
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