+337.5%
AMD vs DOW
-37.6%
+375.1%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | -3.0% | +7.7% | +5.8% |
| 7D | +2.6% | -2.4% | +5.0% | +3.4% |
| 30D | -0.9% | +0.4% | -1.3% | -1.5% |
| 3M | -8.7% | -14.4% | +5.7% | -3.8% |
| 6M | +136.3% | -7.0% | +143.3% | +132.7% |
| YTD | +123.0% | +30.2% | +92.8% | +82.8% |
| 1Y | +195.2% | +29.2% | +166.0% | +138.6% |
| 3Y | +336.3% | -36.7% | +373.0% | +413.5% |
| All | +337.5% | -37.6% | +375.1% | +417.8% |
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