+264.6%
AMD vs EWZ
+53.9%
+210.6%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EWZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | +1.4% | -10.1% | -9.4% |
| 7D | +18.9% | +0.8% | +18.2% | +18.5% |
| 30D | -6.4% | -24.4% | +17.9% | +5.2% |
| 3M | +10.6% | -4.6% | +15.2% | +8.4% |
| 6M | +19.9% | -11.6% | +31.4% | +23.1% |
| YTD | +149.4% | +2.4% | +147.0% | +140.3% |
| 1Y | +115.4% | +2.1% | +113.3% | +107.3% |
| 3Y | +357.3% | +18.7% | +338.6% | +301.1% |
| All | +264.6% | +53.9% | +210.6% | +187.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling