+132.8%
AMD vs DOW
+53.6%
+79.2%
-37.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +3.4% | +3.9% | +7.7% |
| 7D | +13.1% | -0.5% | +13.6% | +13.1% |
| 30D | -7.0% | +15.7% | -22.7% | -5.5% |
| 3M | +16.6% | +5.3% | +11.3% | +17.8% |
| 6M | +20.5% | -14.2% | +34.7% | +23.0% |
| YTD | +158.2% | +43.9% | +114.3% | +138.1% |
| 1Y | +132.8% | +53.1% | +79.7% | +114.0% |
| All | +132.8% | +53.6% | +79.2% | +114.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling