+6,351.7%
AMD vs IBN
+367.6%
+5,984.1%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | +4.2% | +6.9% | +9.4% |
| 7D | -11.0% | +15.1% | -26.1% | -16.2% |
| 30D | -30.5% | +21.6% | -52.1% | -36.2% |
| 3M | -8.2% | +11.2% | -19.4% | -12.7% |
| 6M | +6.6% | +27.8% | -21.2% | -4.4% |
| YTD | +109.7% | +14.7% | +95.0% | +95.9% |
| 1Y | +88.9% | +14.4% | +74.5% | +76.5% |
| 3Y | +301.8% | +52.1% | +249.7% | +228.4% |
| 5Y | +229.4% | +70.7% | +158.6% | +158.2% |
| All | +6,351.7% | +367.6% | +5,984.1% | +3,202.1% |
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