+6,406.4%
AMD vs D
+35.0%
+6,371.4%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | -1.4% | +6.1% | +4.9% |
| 7D | +2.6% | +0.4% | +2.1% | +2.5% |
| 30D | -0.9% | -3.6% | +2.6% | -0.4% |
| 3M | -8.7% | -1.0% | -7.7% | -8.7% |
| 6M | +136.3% | +6.3% | +130.1% | +133.1% |
| YTD | +123.0% | +14.7% | +108.3% | +116.9% |
| 1Y | +195.2% | +16.9% | +178.2% | +185.4% |
| 3Y | +336.3% | +56.8% | +279.5% | +290.5% |
| 5Y | +334.5% | +5.2% | +329.3% | +330.4% |
| All | +6,406.4% | +35.0% | +6,371.4% | +6,182.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling