+11,477.5%
AMD vs D
+2,347.4%
+9,130.1%
-96.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-04.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | -0.4% | +5.1% | +4.8% |
| 7D | +2.6% | +1.5% | +1.1% | +2.1% |
| 30D | -0.9% | -2.6% | +1.7% | -0.1% |
| 3M | -8.7% | 0.0% | -8.7% | -9.0% |
| 6M | +136.3% | +7.4% | +129.0% | +128.9% |
| YTD | +123.0% | +15.9% | +107.1% | +110.0% |
| 1Y | +195.2% | +18.1% | +177.1% | +174.8% |
| 3Y | +336.3% | +58.4% | +278.0% | +254.0% |
| 5Y | +334.5% | +5.2% | +329.3% | +305.5% |
| 10Y | +6,259.1% | +35.9% | +6,223.3% | +4,981.0% |
| All | +11,477.5% | +2,347.4% | +9,130.1% | +2,896.8% |
Cumulative growth
Daily Returns
Daily percentage return beside D.
Daily Out/Under-Performance
Portfolio return minus D return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × D 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 1990-01-01 to 2026-09-04: compounded portfolio wealth divided by compounded D 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…
1990-01-01 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling