+334.4%
AMD vs IBN
+57.6%
+276.9%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +14.7% | +2.9% | +11.8% | +13.9% |
| 7D | +6.5% | +15.8% | -9.3% | +2.2% |
| 30D | -15.3% | +25.1% | -40.3% | -21.0% |
| 3M | +9.7% | +16.0% | -6.2% | +4.9% |
| 6M | +13.2% | +32.8% | -19.6% | +3.1% |
| YTD | +140.6% | +18.0% | +122.5% | +125.7% |
| 1Y | +111.2% | +15.9% | +95.3% | +99.0% |
| 3Y | +334.4% | +57.6% | +276.8% | +292.1% |
| All | +334.4% | +57.6% | +276.9% | +292.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling