+7,228.2%
AMD vs GEN
+166.9%
+7,061.4%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.3% | 0.0% | +13.2% | +13.2% |
| 7D | +8.9% | -0.3% | +9.2% | +9.0% |
| 30D | -16.4% | +28.2% | -44.5% | -24.3% |
| 3M | +5.2% | +2.6% | +2.6% | +1.8% |
| 6M | +11.7% | +32.7% | -21.0% | -4.2% |
| YTD | +137.5% | +11.3% | +126.2% | +116.7% |
| 1Y | +117.8% | +17.9% | +99.8% | +93.2% |
| 3Y | +348.1% | +66.3% | +281.8% | +238.1% |
| 5Y | +241.5% | +31.7% | +209.8% | +179.6% |
| 10Y | +7,228.2% | +150.0% | +7,078.2% | +4,534.4% |
| All | +7,228.2% | +166.9% | +7,061.4% | +4,534.4% |
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