+268.3%
AMD vs BEN
+30.9%
+237.4%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +14.7% | +7.6% | +7.1% | +9.2% |
| 7D | +6.5% | +12.1% | -5.7% | -0.9% |
| 30D | -15.3% | +13.4% | -28.7% | -21.7% |
| 3M | +9.7% | +9.4% | +0.4% | +4.0% |
| 6M | +13.2% | +19.3% | -6.1% | +0.8% |
| YTD | +140.6% | +57.3% | +83.3% | +73.5% |
| 1Y | +111.2% | +69.1% | +42.1% | +44.4% |
| 3Y | +334.4% | +85.6% | +248.8% | +150.0% |
| 5Y | +268.3% | +32.9% | +235.4% | +191.3% |
| All | +268.3% | +30.9% | +237.4% | +191.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling