+8,732.2%
AMD vs ITOT
+293.9%
+8,438.3%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -0.5% | +3.6% | +4.0% |
| 7D | +14.0% | -0.4% | +14.4% | +14.6% |
| 30D | +11.0% | -1.6% | +12.6% | +14.0% |
| 3M | +9.6% | +3.5% | +6.0% | +4.5% |
| 6M | +157.1% | +13.1% | +144.0% | +114.3% |
| YTD | +143.3% | +12.7% | +130.6% | +105.5% |
| 1Y | +234.4% | +18.3% | +216.1% | +163.2% |
| 3Y | +391.2% | +76.4% | +314.8% | +110.5% |
| 5Y | +390.9% | +73.8% | +317.2% | +133.2% |
| 10Y | +8,732.2% | +301.2% | +8,431.0% | +994.2% |
| All | +8,732.2% | +293.9% | +8,438.3% | +994.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling