+301.8%
AMD vs BWA
+51.7%
+250.1%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | +2.7% | +8.3% | +9.4% |
| 7D | -11.0% | -5.5% | -5.6% | -7.5% |
| 30D | -30.5% | -21.7% | -8.7% | -19.4% |
| 3M | -8.2% | -25.6% | +17.4% | +9.0% |
| 6M | +6.6% | -17.4% | +24.0% | +21.4% |
| YTD | +109.7% | +9.2% | +100.5% | +103.1% |
| 1Y | +88.9% | +9.7% | +79.2% | +82.2% |
| 3Y | +301.8% | +54.6% | +247.2% | +195.2% |
| All | +301.8% | +51.7% | +250.1% | +195.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BWA.
Daily Out/Under-Performance
Portfolio return minus BWA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BWA 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 BWA 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