+337.5%
AMD vs GEN
+24.6%
+312.9%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | -2.2% | +6.9% | +5.5% |
| 7D | +2.6% | -1.2% | +3.8% | +2.9% |
| 30D | -0.9% | +10.1% | -11.1% | -4.8% |
| 3M | -8.7% | +16.1% | -24.8% | -14.8% |
| 6M | +136.3% | +38.9% | +97.5% | +101.6% |
| YTD | +123.0% | +14.4% | +108.6% | +106.5% |
| 1Y | +195.2% | +5.9% | +189.3% | +182.6% |
| 3Y | +336.3% | +58.8% | +277.6% | +236.4% |
| All | +337.5% | +24.6% | +312.9% | +250.9% |
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 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