+88.9%
AMD vs GEN
+17.5%
+71.4%
-37.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | -2.6% | +13.7% | +10.6% |
| 7D | -11.0% | +2.3% | -13.3% | -10.7% |
| 30D | -30.5% | +33.1% | -63.5% | -27.7% |
| 3M | -8.2% | +6.5% | -14.7% | -7.3% |
| 6M | +6.6% | +53.8% | -47.2% | +3.8% |
| YTD | +109.7% | +11.2% | +98.4% | +85.4% |
| 1Y | +88.9% | +19.4% | +69.5% | +70.9% |
| All | +88.9% | +17.5% | +71.4% | +70.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling