+268.3%
AMD vs EXEL
+283.4%
-15.0%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +14.7% | +1.5% | +13.3% | +14.3% |
| 7D | +6.5% | -2.4% | +8.9% | +7.6% |
| 30D | -15.3% | +17.9% | -33.2% | -18.9% |
| 3M | +9.7% | +33.3% | -23.5% | +1.2% |
| 6M | +13.2% | +46.6% | -33.4% | +1.0% |
| YTD | +140.6% | +61.0% | +79.5% | +109.3% |
| 1Y | +111.2% | +70.4% | +40.7% | +81.0% |
| 3Y | +334.4% | +236.1% | +98.4% | +182.3% |
| 5Y | +268.3% | +284.8% | -16.5% | +113.4% |
| All | +268.3% | +283.4% | -15.0% | +113.4% |
Cumulative growth
Daily Returns
Daily percentage return beside EXEL.
Daily Out/Under-Performance
Portfolio return minus EXEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXEL 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 EXEL 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