+6,351.7%
AMD vs GEN
+157.3%
+6,194.4%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | -2.6% | +13.7% | +11.9% |
| 7D | -11.0% | +2.3% | -13.3% | -11.9% |
| 30D | -30.5% | +33.1% | -63.5% | -37.9% |
| 3M | -8.2% | +6.5% | -14.7% | -12.5% |
| 6M | +6.6% | +53.8% | -47.2% | -14.0% |
| YTD | +109.7% | +11.2% | +98.4% | +91.4% |
| 1Y | +88.9% | +19.4% | +69.5% | +66.7% |
| 3Y | +301.8% | +81.0% | +220.8% | +191.9% |
| 5Y | +229.4% | +33.4% | +195.9% | +168.5% |
| All | +6,351.7% | +157.3% | +6,194.4% | +4,008.2% |
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