+132.8%
AMD vs IEFA
+13.4%
+119.4%
-37.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IEFA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +0.3% | +7.0% | +6.7% |
| 7D | +13.1% | -1.1% | +14.2% | +17.3% |
| 30D | -7.0% | +1.3% | -8.3% | -8.1% |
| 3M | +16.6% | -3.2% | +19.7% | +26.8% |
| 6M | +20.5% | +2.0% | +18.5% | +19.8% |
| YTD | +158.2% | +10.7% | +147.5% | +118.6% |
| 1Y | +132.8% | +13.0% | +119.8% | +88.7% |
| All | +132.8% | +13.4% | +119.4% | +88.7% |
Cumulative growth
Daily Returns
Daily percentage return beside IEFA.
Daily Out/Under-Performance
Portfolio return minus IEFA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IEFA 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 1y: compounded portfolio wealth divided by compounded IEFA 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…
1y analysis · Full analysis span regression · 6 months rolling