+57.8%
AMD vs IBB
+35.3%
+22.5%
-37.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -17.3% | -5.0% | -12.2% | -13.6% |
| 7D | -28.6% | -3.6% | -25.0% | -26.0% |
| 30D | -37.7% | +3.4% | -41.1% | -37.9% |
| 3M | -16.1% | +9.5% | -25.6% | -21.0% |
| 6M | +13.8% | +23.3% | -9.5% | -4.7% |
| YTD | +88.8% | +24.5% | +64.3% | +56.8% |
| 1Y | +57.8% | +32.9% | +24.9% | +24.2% |
| All | +57.8% | +35.3% | +22.5% | +24.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling