+7,765.4%
AMD vs DIA
+235.1%
+7,530.3%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DIA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | +0.1% | -8.9% | -8.9% |
| 7D | +18.9% | +2.1% | +16.8% | +15.7% |
| 30D | -6.4% | +1.5% | -7.9% | -7.5% |
| 3M | +10.6% | -2.4% | +13.0% | +15.4% |
| 6M | +19.9% | +6.0% | +13.9% | +11.6% |
| YTD | +149.4% | +10.1% | +139.3% | +121.2% |
| 1Y | +115.4% | +11.8% | +103.6% | +86.8% |
| 3Y | +357.3% | +59.7% | +297.6% | +147.2% |
| 5Y | +261.1% | +57.9% | +203.2% | +108.1% |
| All | +7,765.4% | +235.1% | +7,530.3% | +1,813.9% |
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