+7,765.4%
AMD vs IBB
+126.8%
+7,638.6%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | -0.4% | -8.3% | -8.3% |
| 7D | +18.9% | -0.5% | +19.5% | +19.8% |
| 30D | -6.4% | +4.6% | -11.0% | -9.5% |
| 3M | +10.6% | +6.8% | +3.7% | +2.6% |
| 6M | +19.9% | +23.1% | -3.2% | -5.0% |
| YTD | +149.4% | +26.0% | +123.3% | +92.1% |
| 1Y | +115.4% | +30.4% | +85.0% | +59.6% |
| 3Y | +357.3% | +85.4% | +271.8% | +124.9% |
| 5Y | +261.1% | +39.7% | +221.4% | +147.8% |
| All | +7,765.4% | +126.8% | +7,638.6% | +3,323.3% |
Cumulative growth
Daily Returns
Daily percentage return beside IBB.
Daily Out/Under-Performance
Portfolio return minus IBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBB 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 10y: compounded portfolio wealth divided by compounded IBB 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…
10y analysis · Full analysis span regression · 6 months rolling