+115.4%
AMD vs BEN
+65.1%
+50.3%
-37.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | +0.4% | -9.2% | -9.1% |
| 7D | +18.9% | +6.8% | +12.1% | +13.8% |
| 30D | -6.4% | +18.0% | -24.4% | -14.2% |
| 3M | +10.6% | +7.5% | +3.1% | +5.9% |
| 6M | +19.9% | +14.7% | +5.2% | +12.6% |
| YTD | +149.4% | +56.1% | +93.3% | +113.2% |
| 1Y | +115.4% | +69.6% | +45.8% | +69.2% |
| All | +115.4% | +65.1% | +50.3% | +69.2% |
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