+357.3%
AMD vs BNY
+262.4%
+94.9%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | +0.4% | -9.2% | -9.1% |
| 7D | +18.9% | +3.9% | +15.1% | +15.3% |
| 30D | -6.4% | +11.9% | -18.4% | -14.2% |
| 3M | +10.6% | -5.0% | +15.6% | +16.0% |
| 6M | +19.9% | +14.6% | +5.3% | +6.9% |
| YTD | +149.4% | +34.5% | +114.9% | +92.2% |
| 1Y | +115.4% | +40.6% | +74.8% | +59.4% |
| 3Y | +357.3% | +261.7% | +95.6% | +49.7% |
| All | +357.3% | +262.4% | +94.9% | +49.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BNY.
Daily Out/Under-Performance
Portfolio return minus BNY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BNY 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 BNY 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