+8,164.6%
AMD vs EXC
+197.6%
+7,967.0%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EXC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +0.2% | +7.1% | +7.3% |
| 7D | +13.1% | -1.4% | +14.5% | +13.4% |
| 30D | -7.0% | +8.3% | -15.2% | -9.2% |
| 3M | +16.6% | +2.6% | +13.9% | +15.3% |
| 6M | +20.5% | +5.2% | +15.3% | +17.6% |
| YTD | +158.2% | +7.5% | +150.6% | +148.2% |
| 1Y | +132.8% | +3.2% | +129.6% | +126.8% |
| 3Y | +366.2% | +29.5% | +336.7% | +307.4% |
| 5Y | +278.7% | +39.7% | +239.0% | +218.6% |
| 10Y | +8,164.6% | +200.1% | +7,964.5% | +6,427.7% |
| All | +8,164.6% | +197.6% | +7,967.0% | +6,427.7% |
Cumulative growth
Daily Returns
Daily percentage return beside EXC.
Daily Out/Under-Performance
Portfolio return minus EXC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXC 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 EXC 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