+199.0%
AMD vs GEN
+32.5%
+166.6%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | -2.6% | +13.7% | +11.8% |
| 7D | -11.0% | +2.3% | -13.3% | -11.7% |
| 30D | -30.5% | +33.1% | -63.5% | -36.8% |
| 3M | -8.2% | +6.5% | -14.7% | -11.6% |
| 6M | +6.6% | +53.8% | -47.2% | -13.4% |
| YTD | +109.7% | +11.2% | +98.4% | +94.3% |
| 1Y | +88.9% | +19.4% | +69.5% | +68.6% |
| 3Y | +301.8% | +81.0% | +220.8% | +187.2% |
| All | +199.0% | +32.5% | +166.6% | +142.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling