+95.5%
AMD vs DIA
+15.0%
+80.5%
-28.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DIA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +3.1% | -2.1% | -4.2% |
| 7D | -15.5% | +1.6% | -17.1% | -17.7% |
| 30D | -22.6% | +4.1% | -26.8% | -27.9% |
| 3M | -5.7% | -1.0% | -4.7% | -4.0% |
| 6M | +43.1% | +9.7% | +33.5% | +20.8% |
| YTD | +128.2% | +12.2% | +116.1% | +83.5% |
| 1Y | +95.5% | +14.9% | +80.6% | +49.6% |
| All | +95.5% | +15.0% | +80.5% | +49.6% |
Cumulative growth
Daily Returns
Daily percentage return beside DIA.
Daily Out/Under-Performance
Portfolio return minus DIA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DIA 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 1y: compounded portfolio wealth divided by compounded DIA 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…
1y analysis · Full analysis span regression · 6 months rolling