+301.8%
AMD vs GEN
+79.4%
+222.4%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | -2.6% | +13.7% | +11.4% |
| 7D | -11.0% | +2.3% | -13.3% | -11.4% |
| 30D | -30.5% | +33.1% | -63.5% | -34.0% |
| 3M | -8.2% | +6.5% | -14.7% | -10.0% |
| 6M | +6.6% | +53.8% | -47.2% | -8.8% |
| YTD | +109.7% | +11.2% | +98.4% | +101.1% |
| 1Y | +88.9% | +19.4% | +69.5% | +74.9% |
| 3Y | +301.8% | +81.0% | +220.8% | +226.2% |
| All | +301.8% | +79.4% | +222.4% | +226.2% |
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