+1,904.7%
AMD vs DOW
-10.0%
+1,914.7%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.7% | -0.4% | +0.7% |
| 7D | +6.5% | -6.8% | +13.3% | +9.1% |
| 30D | -15.3% | +10.8% | -26.0% | -18.7% |
| 3M | +9.7% | +4.1% | +5.6% | +7.1% |
| 6M | +13.2% | -12.7% | +25.9% | +16.9% |
| YTD | +140.6% | +39.2% | +101.4% | +98.7% |
| 1Y | +111.2% | +49.5% | +61.7% | +68.4% |
| 3Y | +334.4% | -24.4% | +358.8% | +346.1% |
| 5Y | +268.3% | -29.6% | +297.9% | +290.8% |
| All | +1,904.7% | -10.0% | +1,914.7% | +1,566.6% |
Cumulative growth
Daily Returns
Daily percentage return beside DOW.
Daily Out/Under-Performance
Portfolio return minus DOW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOW 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 DOW 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