+201.5%
AMD vs FLEX
+417.3%
-215.8%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FLEX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | +4.6% | +6.5% | +7.8% |
| 7D | -11.0% | -19.3% | +8.3% | +3.3% |
| 30D | -30.5% | -41.5% | +11.1% | +0.1% |
| 3M | -8.2% | -43.1% | +34.9% | +34.0% |
| 6M | +6.6% | -48.2% | +54.8% | +65.1% |
| YTD | +109.7% | +15.5% | +94.2% | +75.6% |
| 1Y | +88.9% | +10.2% | +78.7% | +62.7% |
| 3Y | +301.8% | +256.8% | +45.0% | +31.7% |
| All | +201.5% | +417.3% | -215.8% | -33.2% |
Cumulative growth
Daily Returns
Daily percentage return beside FLEX.
Daily Out/Under-Performance
Portfolio return minus FLEX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FLEX 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 FLEX 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