+7,228.2%
AMD vs IBN
+368.7%
+6,859.6%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.3% | +1.7% | +11.6% | +12.6% |
| 7D | +8.9% | +14.6% | -5.7% | +2.9% |
| 30D | -16.4% | +23.5% | -39.9% | -23.8% |
| 3M | +5.2% | +14.0% | -8.8% | -0.9% |
| 6M | +11.7% | +31.1% | -19.4% | -0.8% |
| YTD | +137.5% | +16.6% | +120.9% | +120.5% |
| 1Y | +117.8% | +14.9% | +102.9% | +103.2% |
| 3Y | +348.1% | +56.9% | +291.2% | +261.3% |
| 5Y | +241.5% | +69.7% | +171.8% | +167.5% |
| 10Y | +7,228.2% | +365.4% | +6,862.9% | +3,603.7% |
| All | +7,228.2% | +368.7% | +6,859.6% | +3,603.7% |
Cumulative growth
Daily Returns
Daily percentage return beside IBN.
Daily Out/Under-Performance
Portfolio return minus IBN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBN 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 IBN 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