+6,351.7%
AMD vs EWT
+376.4%
+5,975.4%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EWT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | +3.9% | +7.1% | +5.7% |
| 7D | -11.0% | -11.7% | +0.7% | +6.1% |
| 30D | -30.5% | -23.2% | -7.2% | +0.9% |
| 3M | -8.2% | -12.5% | +4.3% | +11.8% |
| 6M | +6.6% | -5.9% | +12.5% | +20.0% |
| YTD | +109.7% | +40.5% | +69.2% | +40.2% |
| 1Y | +88.9% | +43.7% | +45.2% | +22.9% |
| 3Y | +301.8% | +136.6% | +165.2% | +36.9% |
| 5Y | +229.4% | +105.1% | +124.3% | +41.7% |
| All | +6,351.7% | +376.4% | +5,975.4% | +1,014.0% |
Cumulative growth
Daily Returns
Daily percentage return beside EWT.
Daily Out/Under-Performance
Portfolio return minus EWT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EWT 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 EWT 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