+5,710.3%
AMD vs IP
+25.2%
+5,685.1%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -17.3% | -4.0% | -13.3% | -15.9% |
| 7D | -28.6% | -5.0% | -23.6% | -27.2% |
| 30D | -37.7% | +6.5% | -44.3% | -39.2% |
| 3M | -16.1% | -18.0% | +1.9% | -10.4% |
| 6M | +13.8% | +10.3% | +3.5% | +8.7% |
| YTD | +88.8% | -9.9% | +98.7% | +89.1% |
| 1Y | +57.8% | -1.1% | +58.8% | +51.6% |
| 3Y | +260.3% | +13.0% | +247.3% | +210.4% |
| 5Y | +196.6% | -12.3% | +208.9% | +183.7% |
| All | +5,710.3% | +25.2% | +5,685.1% | +6,178.9% |
Cumulative growth
Daily Returns
Daily percentage return beside IP.
Daily Out/Under-Performance
Portfolio return minus IP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IP 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 IP 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