+196.6%
AMD vs C
+106.8%
+89.8%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | C | Excess | Alpha |
|---|---|---|---|---|
| 1D | -17.3% | -5.0% | -12.2% | -13.6% |
| 7D | -28.6% | -5.3% | -23.3% | -25.2% |
| 30D | -37.7% | -7.3% | -30.4% | -34.0% |
| 3M | -16.1% | -13.5% | -2.6% | -6.8% |
| 6M | +13.8% | -6.5% | +20.3% | +19.8% |
| YTD | +88.8% | +3.6% | +85.2% | +82.1% |
| 1Y | +57.8% | +18.9% | +38.9% | +37.4% |
| 3Y | +260.3% | +205.0% | +55.3% | +48.0% |
| 5Y | +196.6% | +109.4% | +87.2% | +71.2% |
| All | +196.6% | +106.8% | +89.8% | +71.2% |
Cumulative growth
Daily Returns
Daily percentage return beside C.
Daily Out/Under-Performance
Portfolio return minus C return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × C 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 C 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