+8,017.8%
AMD vs ELV
+265.4%
+7,752.4%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ELV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -1.4% | +7.3% | +6.3% |
| 7D | +10.0% | -0.3% | +10.3% | +10.0% |
| 30D | +4.6% | +2.0% | +2.7% | +3.8% |
| 3M | +3.1% | -3.5% | +6.6% | +3.5% |
| 6M | +162.8% | +40.2% | +122.6% | +131.0% |
| YTD | +136.2% | +15.8% | +120.3% | +119.2% |
| 1Y | +234.0% | +33.2% | +200.8% | +193.8% |
| 3Y | +376.7% | -6.2% | +382.9% | +358.7% |
| 5Y | +376.3% | +16.4% | +359.9% | +301.7% |
| 10Y | +8,017.8% | +259.8% | +7,758.1% | +4,898.6% |
| All | +8,017.8% | +265.4% | +7,752.4% | +4,898.6% |
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