+8,077.9%
AMD vs IT
+88.3%
+7,989.7%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +14.7% | -0.6% | +15.4% | +14.9% |
| 7D | +6.5% | -7.5% | +14.0% | +9.4% |
| 30D | -15.3% | -1.2% | -14.1% | -16.4% |
| 3M | +9.7% | -2.2% | +11.9% | +6.6% |
| 6M | +13.2% | +19.1% | -5.9% | -3.4% |
| YTD | +140.6% | -25.1% | +165.7% | +150.4% |
| 1Y | +111.2% | -17.4% | +128.5% | +107.1% |
| 3Y | +334.4% | -54.1% | +388.6% | +470.1% |
| 5Y | +268.3% | -42.7% | +311.0% | +319.9% |
| 10Y | +8,077.9% | +88.1% | +7,989.8% | +4,335.8% |
| All | +8,077.9% | +88.3% | +7,989.7% | +4,335.8% |
Cumulative growth
Daily Returns
Daily percentage return beside IT.
Daily Out/Under-Performance
Portfolio return minus IT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IT 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 IT 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