+8,017.8%
AMD vs DE
+849.6%
+7,168.2%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -1.8% | +7.7% | +6.8% |
| 7D | +10.0% | +0.7% | +9.3% | +9.5% |
| 30D | +4.6% | +9.6% | -5.0% | -0.6% |
| 3M | +3.1% | +19.0% | -15.8% | -6.1% |
| 6M | +162.8% | +16.1% | +146.8% | +141.0% |
| YTD | +136.2% | +47.0% | +89.1% | +89.0% |
| 1Y | +234.0% | +43.1% | +190.9% | +169.3% |
| 3Y | +376.7% | +77.5% | +299.2% | +237.4% |
| 5Y | +376.3% | +96.4% | +280.0% | +208.0% |
| 10Y | +8,017.8% | +852.9% | +7,164.9% | +2,109.2% |
| All | +8,017.8% | +849.6% | +7,168.2% | +2,109.2% |
Cumulative growth
Daily Returns
Daily percentage return beside DE.
Daily Out/Under-Performance
Portfolio return minus DE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DE 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 DE 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