+6,406.4%
AMD vs GEN
+162.9%
+6,243.5%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | -2.2% | +6.9% | +5.5% |
| 7D | +2.6% | -1.2% | +3.8% | +3.0% |
| 30D | -0.9% | +10.1% | -11.1% | -5.0% |
| 3M | -8.7% | +16.1% | -24.8% | -15.1% |
| 6M | +136.3% | +38.9% | +97.5% | +101.5% |
| YTD | +123.0% | +14.4% | +108.6% | +105.1% |
| 1Y | +195.2% | +5.9% | +189.3% | +179.6% |
| 3Y | +336.3% | +58.8% | +277.6% | +241.1% |
| 5Y | +334.5% | +24.7% | +309.8% | +270.1% |
| All | +6,406.4% | +162.9% | +6,243.5% | +3,439.3% |
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