+11,477.5%
AMD vs GIS
+1,507.8%
+9,969.6%
-96.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | -2.5% | +7.2% | +5.3% |
| 7D | +2.6% | -7.8% | +10.4% | +4.5% |
| 30D | -0.9% | +6.6% | -7.5% | -2.7% |
| 3M | -8.7% | +21.0% | -29.7% | -14.2% |
| 6M | +136.3% | -9.1% | +145.4% | +138.6% |
| YTD | +123.0% | -13.6% | +136.6% | +126.8% |
| 1Y | +195.2% | -18.0% | +213.2% | +202.4% |
| 3Y | +336.3% | -33.7% | +370.0% | +363.4% |
| 5Y | +334.5% | -19.4% | +353.9% | +318.9% |
| 10Y | +6,259.1% | -21.3% | +6,280.4% | +5,889.5% |
| All | +11,477.5% | +1,507.8% | +9,969.6% | +3,284.4% |
Cumulative growth
Daily Returns
Daily percentage return beside GIS.
Daily Out/Under-Performance
Portfolio return minus GIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GIS 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 all: compounded portfolio wealth divided by compounded GIS 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…
all analysis · Full analysis span regression · 6 months rolling