+337.5%
AMD vs BTG
+72.3%
+265.2%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | -1.4% | +6.1% | +5.1% |
| 7D | +2.6% | -0.9% | +3.5% | +2.7% |
| 30D | -0.9% | +36.8% | -37.8% | -9.9% |
| 3M | -8.7% | +23.1% | -31.8% | -14.7% |
| 6M | +136.3% | +3.5% | +132.9% | +129.7% |
| YTD | +123.0% | +25.5% | +97.5% | +105.4% |
| 1Y | +195.2% | +40.1% | +155.1% | +164.0% |
| 3Y | +336.3% | +101.1% | +235.2% | +243.1% |
| All | +337.5% | +72.3% | +265.2% | +247.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BTG.
Daily Out/Under-Performance
Portfolio return minus BTG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTG 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 BTG 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