+5,045.5%
AMD vs DIA
+1,144.9%
+3,900.6%
-96.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DIA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | -0.5% | +5.2% | +5.5% |
| 7D | +2.6% | -0.2% | +2.8% | +2.8% |
| 30D | -0.9% | -1.5% | +0.6% | +1.1% |
| 3M | -8.7% | +3.8% | -12.5% | -13.1% |
| 6M | +136.3% | +10.3% | +126.1% | +107.1% |
| YTD | +123.0% | +12.1% | +110.9% | +91.0% |
| 1Y | +195.2% | +18.6% | +176.5% | +133.8% |
| 3Y | +336.3% | +60.6% | +275.7% | +129.9% |
| 5Y | +334.5% | +64.4% | +270.0% | +134.8% |
| 10Y | +6,259.1% | +250.1% | +6,009.0% | +1,075.2% |
| All | +5,045.5% | +1,144.9% | +3,900.6% | +140.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling