+199.0%
AMD vs DOW
-30.0%
+229.0%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | -1.8% | +12.9% | +11.7% |
| 7D | -11.0% | -9.5% | -1.5% | -7.8% |
| 30D | -30.5% | +13.1% | -43.5% | -33.9% |
| 3M | -8.2% | +4.8% | -13.1% | -10.8% |
| 6M | +6.6% | -16.7% | +23.2% | +13.0% |
| YTD | +109.7% | +38.9% | +70.8% | +66.0% |
| 1Y | +88.9% | +48.3% | +40.6% | +43.5% |
| 3Y | +301.8% | -24.4% | +326.2% | +325.2% |
| All | +199.0% | -30.0% | +229.0% | +245.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling