+9,703.6%
AMD vs BEN
+4,597.0%
+5,106.6%
-96.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -17.3% | -4.9% | -12.4% | -14.7% |
| 7D | -28.6% | -0.4% | -28.2% | -28.1% |
| 30D | -37.7% | -0.7% | -37.0% | -37.2% |
| 3M | -16.1% | -6.8% | -9.3% | -12.6% |
| 6M | +13.8% | +7.9% | +5.9% | +10.1% |
| YTD | +88.8% | +39.6% | +49.3% | +57.7% |
| 1Y | +57.8% | +48.5% | +9.2% | +27.4% |
| 3Y | +260.3% | +55.7% | +204.6% | +174.8% |
| 5Y | +196.6% | +15.1% | +181.5% | +169.9% |
| 10Y | +6,064.6% | +57.4% | +6,007.3% | +4,189.7% |
| All | +9,703.6% | +4,597.0% | +5,106.6% | +1,929.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling