+295.8%
AMD vs IBN
+72.7%
+223.0%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -1.0% | +6.9% | +6.4% |
| 7D | +44.7% | +5.7% | +39.0% | +40.5% |
| 30D | -3.3% | +20.5% | -23.8% | -14.2% |
| 3M | +21.2% | +15.2% | +5.9% | +10.4% |
| 6M | +30.6% | +34.5% | -4.0% | +7.6% |
| YTD | +173.3% | +16.4% | +156.9% | +144.8% |
| 1Y | +126.1% | +13.5% | +112.5% | +105.6% |
| 3Y | +393.5% | +55.4% | +338.1% | +234.2% |
| 5Y | +295.8% | +73.1% | +222.7% | +134.6% |
| All | +295.8% | +72.7% | +223.0% | +134.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling