+301.8%
AMD vs EWZ
+19.2%
+282.6%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EWZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | +0.7% | +10.3% | +10.7% |
| 7D | -11.0% | -1.5% | -9.6% | -10.2% |
| 30D | -30.5% | -24.5% | -6.0% | -21.3% |
| 3M | -8.2% | -10.7% | +2.5% | -8.2% |
| 6M | +6.6% | -19.1% | +25.6% | +14.3% |
| YTD | +109.7% | +1.6% | +108.1% | +98.3% |
| 1Y | +88.9% | +4.3% | +84.6% | +75.1% |
| 3Y | +301.8% | +19.0% | +282.9% | +221.0% |
| All | +301.8% | +19.2% | +282.6% | +221.0% |
Cumulative growth
Daily Returns
Daily percentage return beside EWZ.
Daily Out/Under-Performance
Portfolio return minus EWZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EWZ 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 EWZ 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