+6,351.7%
AMD vs CI
+166.5%
+6,185.2%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | -2.6% | +13.7% | +11.7% |
| 7D | -11.0% | -1.6% | -9.5% | -10.7% |
| 30D | -30.5% | +5.4% | -35.9% | -31.8% |
| 3M | -8.2% | +7.3% | -15.5% | -10.6% |
| 6M | +6.6% | +5.3% | +1.3% | +3.3% |
| YTD | +109.7% | +8.5% | +101.2% | +100.9% |
| 1Y | +88.9% | +17.1% | +71.8% | +76.1% |
| 3Y | +301.8% | +1.4% | +300.4% | +272.0% |
| 5Y | +229.4% | +50.5% | +178.9% | +151.4% |
| All | +6,351.7% | +166.5% | +6,185.2% | +3,909.0% |
Cumulative growth
Daily Returns
Daily percentage return beside CI.
Daily Out/Under-Performance
Portfolio return minus CI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CI 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 CI 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