+1,585.0%
AMD vs IBB
+554.8%
+1,030.2%
-96.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -17.3% | -5.0% | -12.2% | -12.6% |
| 7D | -28.6% | -3.6% | -25.0% | -25.6% |
| 30D | -37.7% | +3.4% | -41.1% | -39.2% |
| 3M | -16.1% | +9.5% | -25.6% | -23.4% |
| 6M | +13.8% | +23.3% | -9.5% | -6.9% |
| YTD | +88.8% | +24.5% | +64.3% | +52.6% |
| 1Y | +57.8% | +32.9% | +24.9% | +19.8% |
| 3Y | +260.3% | +76.6% | +183.7% | +108.7% |
| 5Y | +196.6% | +35.5% | +161.1% | +124.7% |
| 10Y | +6,064.6% | +156.7% | +5,907.9% | +2,625.0% |
| All | +1,585.0% | +554.8% | +1,030.2% | +170.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling