+337.5%
AMD vs BP
+128.1%
+209.4%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +0.5% | +4.2% | +4.5% |
| 7D | +2.6% | +3.9% | -1.4% | +1.2% |
| 30D | -0.9% | +7.6% | -8.5% | -3.5% |
| 3M | -8.7% | +0.7% | -9.4% | -9.2% |
| 6M | +136.3% | +15.5% | +120.9% | +119.7% |
| YTD | +123.0% | +30.8% | +92.2% | +96.6% |
| 1Y | +195.2% | +34.3% | +160.9% | +156.7% |
| 3Y | +336.3% | +35.1% | +301.3% | +269.4% |
| All | +337.5% | +128.1% | +209.4% | +184.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BP.
Daily Out/Under-Performance
Portfolio return minus BP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BP 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 BP 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