+8,164.6%
AMD vs DIA
+238.0%
+7,926.6%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DIA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +0.5% | +6.8% | +6.6% |
| 7D | +13.1% | -1.6% | +14.7% | +17.1% |
| 30D | -7.0% | +1.3% | -8.2% | -7.7% |
| 3M | +16.6% | -2.1% | +18.6% | +21.1% |
| 6M | +20.5% | +6.2% | +14.3% | +11.9% |
| YTD | +158.2% | +10.3% | +147.8% | +128.3% |
| 1Y | +132.8% | +11.0% | +121.8% | +104.4% |
| 3Y | +366.2% | +60.4% | +305.9% | +150.7% |
| 5Y | +278.7% | +59.1% | +219.6% | +116.2% |
| 10Y | +8,164.6% | +237.1% | +7,927.5% | +1,874.4% |
| All | +8,164.6% | +238.0% | +7,926.6% | +1,874.4% |
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