+395.3%
AMD vs BNY
+250.0%
+145.4%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -0.2% | +3.2% | +3.2% |
| 7D | +14.0% | +0.3% | +13.7% | +13.6% |
| 30D | +11.0% | +1.9% | +9.0% | +9.1% |
| 3M | +9.6% | +13.9% | -4.3% | -1.9% |
| 6M | +157.1% | +42.3% | +114.8% | +91.7% |
| YTD | +143.3% | +41.8% | +101.5% | +80.6% |
| 1Y | +234.4% | +57.9% | +176.5% | +127.1% |
| 3Y | +391.2% | +290.7% | +100.5% | +59.5% |
| All | +395.3% | +250.0% | +145.4% | +71.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling