+390.9%
AMD vs EQT
+194.7%
+196.2%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EQT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -0.9% | +3.9% | +3.3% |
| 7D | +14.0% | -2.0% | +16.0% | +14.6% |
| 30D | +11.0% | +1.0% | +10.0% | +10.6% |
| 3M | +9.6% | +4.0% | +5.6% | +8.0% |
| 6M | +157.1% | -11.7% | +168.8% | +164.8% |
| YTD | +143.3% | +2.8% | +140.5% | +138.4% |
| 1Y | +234.4% | +10.0% | +224.4% | +221.4% |
| 3Y | +391.2% | +34.1% | +357.0% | +340.7% |
| 5Y | +390.9% | +195.3% | +195.6% | +271.7% |
| All | +390.9% | +194.7% | +196.2% | +271.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling