+8,732.2%
AMD vs IJR
+165.8%
+8,566.4%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IJR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -1.1% | +4.1% | +4.2% |
| 7D | +14.0% | -1.1% | +15.1% | +15.3% |
| 30D | +11.0% | -3.6% | +14.6% | +15.4% |
| 3M | +9.6% | +2.3% | +7.3% | +7.7% |
| 6M | +157.1% | +14.3% | +142.8% | +127.0% |
| YTD | +143.3% | +19.3% | +124.0% | +105.8% |
| 1Y | +234.4% | +22.6% | +211.8% | +174.9% |
| 3Y | +391.2% | +53.5% | +337.6% | +219.6% |
| 5Y | +390.9% | +39.9% | +351.0% | +265.4% |
| 10Y | +8,732.2% | +172.1% | +8,560.2% | +3,572.5% |
| All | +8,732.2% | +165.8% | +8,566.4% | +3,572.5% |
Cumulative growth
Daily Returns
Daily percentage return beside IJR.
Daily Out/Under-Performance
Portfolio return minus IJR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IJR 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 IJR 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