+8,077.9%
AMD vs ELV
+280.6%
+7,797.3%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ELV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +14.7% | +0.9% | +13.8% | +14.4% |
| 7D | +6.5% | +3.8% | +2.6% | +5.2% |
| 30D | -15.3% | +4.1% | -19.4% | -16.5% |
| 3M | +9.7% | +8.5% | +1.2% | +6.2% |
| 6M | +13.2% | +14.6% | -1.4% | +6.3% |
| YTD | +140.6% | +24.4% | +116.2% | +117.1% |
| 1Y | +111.2% | +44.2% | +66.9% | +80.3% |
| 3Y | +334.4% | -1.4% | +335.9% | +310.8% |
| 5Y | +268.3% | +8.8% | +259.6% | +223.5% |
| 10Y | +8,077.9% | +268.4% | +7,809.6% | +5,173.1% |
| All | +8,077.9% | +280.6% | +7,797.3% | +5,173.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ELV.
Daily Out/Under-Performance
Portfolio return minus ELV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ELV 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 ELV 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