+376.7%
AMD vs EQT
+36.6%
+340.1%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EQT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -0.1% | +6.0% | +5.9% |
| 7D | +10.0% | -0.8% | +10.9% | +10.3% |
| 30D | +4.6% | +6.6% | -2.0% | +2.3% |
| 3M | +3.1% | +4.4% | -1.2% | +1.3% |
| 6M | +162.8% | -10.5% | +173.3% | +171.4% |
| YTD | +136.2% | +3.7% | +132.4% | +129.2% |
| 1Y | +234.0% | +9.9% | +224.2% | +217.8% |
| 3Y | +376.7% | +35.4% | +341.4% | +326.1% |
| All | +376.7% | +36.6% | +340.1% | +326.1% |
Cumulative growth
Daily Returns
Daily percentage return beside EQT.
Daily Out/Under-Performance
Portfolio return minus EQT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQT 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 3y: compounded portfolio wealth divided by compounded EQT 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…
3y analysis · Full analysis span regression · 6 months rolling