+331.1%
AMD vs GEN
+58.9%
+272.2%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | -2.2% | +6.9% | +5.2% |
| 7D | +2.6% | -1.2% | +3.8% | +2.8% |
| 30D | -0.9% | +10.1% | -11.1% | -3.7% |
| 3M | -8.7% | +16.1% | -24.8% | -12.9% |
| 6M | +136.3% | +38.9% | +97.5% | +109.1% |
| YTD | +123.0% | +14.4% | +108.6% | +112.0% |
| 1Y | +195.2% | +5.9% | +189.3% | +189.5% |
| All | +331.1% | +58.9% | +272.2% | +235.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling