+6,351.7%
AMD vs DIA
+242.5%
+6,109.3%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DIA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | -0.4% | +11.4% | +11.6% |
| 7D | -11.0% | -0.9% | -10.1% | -9.3% |
| 30D | -30.5% | +0.3% | -30.7% | -30.3% |
| 3M | -8.2% | -4.5% | -3.7% | -1.5% |
| 6M | +6.6% | +3.4% | +3.2% | +2.7% |
| YTD | +109.7% | +7.8% | +101.9% | +91.3% |
| 1Y | +88.9% | +10.7% | +78.2% | +66.0% |
| 3Y | +301.8% | +57.5% | +244.3% | +121.8% |
| 5Y | +229.4% | +53.7% | +175.6% | +97.0% |
| All | +6,351.7% | +242.5% | +6,109.3% | +2,594.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling