+6,406.4%
AMD vs CB
+218.6%
+6,187.8%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | -1.9% | +6.6% | +5.2% |
| 7D | +2.6% | +0.5% | +2.1% | +2.4% |
| 30D | -0.9% | -3.1% | +2.2% | -0.2% |
| 3M | -8.7% | +9.0% | -17.7% | -11.9% |
| 6M | +136.3% | +2.9% | +133.5% | +131.2% |
| YTD | +123.0% | +10.1% | +112.9% | +112.0% |
| 1Y | +195.2% | +22.8% | +172.4% | +168.9% |
| 3Y | +336.3% | +73.8% | +262.5% | +242.4% |
| 5Y | +334.5% | +99.2% | +235.3% | +220.7% |
| All | +6,406.4% | +218.6% | +6,187.8% | +3,959.7% |
Cumulative growth
Daily Returns
Daily percentage return beside CB.
Daily Out/Under-Performance
Portfolio return minus CB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CB 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 10y: compounded portfolio wealth divided by compounded CB 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…
10y analysis · Full analysis span regression · 6 months rolling