+6,406.4%
AMD vs DRI
+361.6%
+6,044.8%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | -0.5% | +5.2% | +4.9% |
| 7D | +2.6% | +0.6% | +2.0% | +2.3% |
| 30D | -0.9% | +3.8% | -4.8% | -2.4% |
| 3M | -8.7% | +13.0% | -21.7% | -13.4% |
| 6M | +136.3% | +8.3% | +128.0% | +127.5% |
| YTD | +123.0% | +20.6% | +102.4% | +105.0% |
| 1Y | +195.2% | +6.5% | +188.7% | +182.7% |
| 3Y | +336.3% | +53.7% | +282.6% | +263.1% |
| 5Y | +334.5% | +72.7% | +261.8% | +248.0% |
| All | +6,406.4% | +361.6% | +6,044.8% | +4,568.6% |
Cumulative growth
Daily Returns
Daily percentage return beside DRI.
Daily Out/Under-Performance
Portfolio return minus DRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DRI 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 DRI 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