+301.8%
AMD vs BEN
+63.5%
+238.3%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | +4.7% | +6.3% | +8.6% |
| 7D | -11.0% | +6.6% | -17.7% | -13.3% |
| 30D | -30.5% | +3.8% | -34.3% | -31.3% |
| 3M | -8.2% | +0.2% | -8.4% | -7.8% |
| 6M | +6.6% | +10.4% | -3.9% | +2.7% |
| YTD | +109.7% | +46.2% | +63.5% | +77.7% |
| 1Y | +88.9% | +52.3% | +36.7% | +57.1% |
| 3Y | +301.8% | +65.9% | +235.9% | +206.0% |
| All | +301.8% | +63.5% | +238.3% | +206.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling