+154.7%
AMD vs FIG
-77.9%
+232.6%
-37.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | +2.0% | +9.0% | +11.0% |
| 7D | -11.0% | -13.1% | +2.1% | -11.1% |
| 30D | -30.5% | -13.0% | -17.5% | -30.4% |
| 3M | -8.2% | -21.5% | +13.3% | -8.4% |
| 6M | +6.6% | -2.5% | +9.0% | +5.4% |
| YTD | +109.7% | -49.7% | +159.3% | +121.2% |
| 1Y | +88.9% | -59.1% | +148.0% | +104.3% |
| All | +154.7% | -77.9% | +232.6% | +166.6% |
Cumulative growth
Daily Returns
Daily percentage return beside FIG.
Daily Out/Under-Performance
Portfolio return minus FIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FIG 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 FIG 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