+373.4%
AMD vs BEN
+87.8%
+285.6%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | 0.0% | +7.3% | +7.3% |
| 7D | +13.1% | +7.2% | +5.9% | +9.8% |
| 30D | -7.0% | +14.1% | -21.1% | -12.3% |
| 3M | +16.6% | +9.9% | +6.6% | +11.9% |
| 6M | +20.5% | +17.4% | +3.1% | +12.4% |
| YTD | +158.2% | +57.3% | +100.9% | +110.8% |
| 1Y | +132.8% | +66.9% | +65.8% | +84.9% |
| All | +373.4% | +87.8% | +285.6% | +240.9% |
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