+6,406.4%
AMD vs IBB
+132.1%
+6,274.3%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | -0.9% | +5.6% | +5.6% |
| 7D | +2.6% | +1.4% | +1.2% | +1.0% |
| 30D | -0.9% | +10.5% | -11.4% | -11.6% |
| 3M | -8.7% | +23.6% | -32.4% | -27.8% |
| 6M | +136.3% | +22.6% | +113.7% | +88.0% |
| YTD | +123.0% | +25.7% | +97.3% | +72.9% |
| 1Y | +195.2% | +51.4% | +143.8% | +87.1% |
| 3Y | +336.3% | +64.4% | +272.0% | +149.9% |
| 5Y | +334.5% | +22.1% | +312.3% | +244.9% |
| All | +6,406.4% | +132.1% | +6,274.3% | +2,832.8% |
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