+196.6%
AMD vs BIL
+19.4%
+177.2%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -17.3% | 0.0% | -17.3% | -17.3% |
| 7D | -28.6% | -0.3% | -28.3% | -27.8% |
| 30D | -37.7% | 0.0% | -37.7% | -36.7% |
| 3M | -16.1% | +0.3% | -16.4% | -14.0% |
| 6M | +13.8% | +1.2% | +12.6% | +18.0% |
| YTD | +88.8% | +2.4% | +86.4% | +91.0% |
| 1Y | +57.8% | +3.0% | +54.7% | +57.8% |
| 3Y | +260.3% | +13.1% | +247.1% | +55.1% |
| 5Y | +196.6% | +19.4% | +177.2% | -39.0% |
| All | +196.6% | +19.4% | +177.2% | -39.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BIL.
Daily Out/Under-Performance
Portfolio return minus BIL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIL 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 BIL 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