+7,765.4%
AMD vs GEN
+152.9%
+7,612.5%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | +2.4% | -11.1% | -9.6% |
| 7D | +18.9% | +2.0% | +16.9% | +18.0% |
| 30D | -6.4% | +27.7% | -34.2% | -15.3% |
| 3M | +10.6% | +3.3% | +7.3% | +6.8% |
| 6M | +19.9% | +31.8% | -11.9% | +3.2% |
| YTD | +149.4% | +13.5% | +135.9% | +125.7% |
| 1Y | +115.4% | +16.0% | +99.3% | +92.6% |
| 3Y | +357.3% | +70.6% | +286.7% | +241.1% |
| 5Y | +261.1% | +32.1% | +229.0% | +195.0% |
| All | +7,765.4% | +152.9% | +7,612.5% | +4,721.0% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 GEN 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