+11,477.5%
AMD vs DOC
+2,974.4%
+8,503.1%
-96.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | -1.8% | +6.5% | +5.4% |
| 7D | +2.6% | -1.5% | +4.1% | +3.1% |
| 30D | -0.9% | -4.8% | +3.8% | +0.9% |
| 3M | -8.7% | +6.9% | -15.6% | -11.9% |
| 6M | +136.3% | +20.7% | +115.6% | +117.4% |
| YTD | +123.0% | +34.1% | +88.8% | +95.9% |
| 1Y | +195.2% | +22.6% | +172.5% | +167.4% |
| 3Y | +336.3% | +20.8% | +315.5% | +287.8% |
| 5Y | +334.5% | -24.9% | +359.3% | +366.9% |
| 10Y | +6,259.1% | -1.8% | +6,260.9% | +5,560.6% |
| All | +11,477.5% | +2,974.4% | +8,503.1% | +2,499.9% |
Cumulative growth
Daily Returns
Daily percentage return beside DOC.
Daily Out/Under-Performance
Portfolio return minus DOC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOC 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 DOC 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