+95.5%
AMD vs ITOT
+14.7%
+80.8%
-28.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.5% | -0.5% | -4.0% |
| 7D | -15.5% | -0.7% | -14.8% | -13.2% |
| 30D | -22.6% | -1.1% | -21.5% | -19.0% |
| 3M | -5.7% | -0.8% | -4.9% | -2.1% |
| 6M | +43.1% | +7.0% | +36.1% | +23.0% |
| YTD | +128.2% | +13.3% | +114.9% | +74.2% |
| 1Y | +95.5% | +14.8% | +80.6% | +44.3% |
| All | +95.5% | +14.7% | +80.8% | +44.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ITOT.
Daily Out/Under-Performance
Portfolio return minus ITOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ITOT 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 ITOT 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