+264.6%
AMD vs DOW
-28.2%
+292.8%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | -0.3% | -8.4% | -8.6% |
| 7D | +18.9% | +5.2% | +13.7% | +16.9% |
| 30D | -6.4% | +13.2% | -19.6% | -10.8% |
| 3M | +10.6% | +10.1% | +0.5% | +5.9% |
| 6M | +19.9% | -13.1% | +32.9% | +25.5% |
| YTD | +149.4% | +46.1% | +103.3% | +94.1% |
| 1Y | +115.4% | +50.0% | +65.4% | +64.6% |
| 3Y | +357.3% | -20.2% | +377.5% | +374.6% |
| All | +264.6% | -28.2% | +292.8% | +322.9% |
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