+8,732.1%
AMD vs DTE
+136.5%
+8,595.7%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DTE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -0.9% | +3.9% | +3.3% |
| 7D | +14.0% | 0.0% | +14.0% | +14.0% |
| 30D | +11.0% | -0.5% | +11.5% | +11.1% |
| 3M | +9.6% | -6.0% | +15.6% | +11.1% |
| 6M | +157.1% | -7.2% | +164.3% | +160.8% |
| YTD | +143.3% | +7.2% | +136.2% | +136.6% |
| 1Y | +234.4% | +4.1% | +230.4% | +228.0% |
| 3Y | +391.2% | +46.9% | +344.3% | +326.2% |
| 5Y | +390.9% | +32.9% | +358.0% | +338.1% |
| 10Y | +8,732.1% | +144.5% | +8,587.6% | +6,536.6% |
| All | +8,732.1% | +136.5% | +8,595.7% | +6,536.6% |
Cumulative growth
Daily Returns
Daily percentage return beside DTE.
Daily Out/Under-Performance
Portfolio return minus DTE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DTE 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 DTE 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