+1,936.6%
AMD vs IBB
+589.6%
+1,347.0%
-96.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +2.6% | -1.6% | -1.4% |
| 7D | -15.5% | +2.2% | -17.7% | -17.1% |
| 30D | -22.6% | +6.3% | -29.0% | -27.0% |
| 3M | -5.7% | +16.3% | -22.0% | -19.2% |
| 6M | +43.1% | +30.0% | +13.1% | +10.8% |
| YTD | +128.2% | +31.1% | +97.1% | +74.7% |
| 1Y | +95.5% | +42.0% | +53.5% | +38.8% |
| 3Y | +335.4% | +85.9% | +249.5% | +138.8% |
| 5Y | +255.5% | +38.4% | +217.1% | +162.0% |
| 10Y | +7,350.9% | +170.4% | +7,180.5% | +3,018.7% |
| All | +1,936.6% | +589.6% | +1,347.0% | +209.9% |
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