+111.2%
AMD vs IEFA
+13.9%
+97.3%
-37.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IEFA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +14.7% | +2.5% | +12.2% | +9.1% |
| 7D | +6.5% | +1.1% | +5.4% | +5.3% |
| 30D | -15.3% | +0.7% | -15.9% | -15.1% |
| 3M | +9.7% | -3.4% | +13.1% | +19.7% |
| 6M | +13.2% | +1.5% | +11.7% | +13.7% |
| YTD | +140.6% | +10.4% | +130.2% | +106.0% |
| 1Y | +111.2% | +13.4% | +97.8% | +71.3% |
| All | +111.2% | +13.9% | +97.3% | +71.3% |
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