+111.2%
AMD vs ITOT
+11.9%
+99.2%
-37.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +14.7% | +2.1% | +12.7% | +7.7% |
| 7D | +6.5% | -0.5% | +7.0% | +10.4% |
| 30D | -15.3% | -3.4% | -11.8% | -2.3% |
| 3M | +9.7% | -3.1% | +12.8% | +25.2% |
| 6M | +13.2% | +2.2% | +11.0% | +12.7% |
| YTD | +140.6% | +11.0% | +129.5% | +101.9% |
| 1Y | +111.2% | +11.4% | +99.8% | +76.1% |
| All | +111.2% | +11.9% | +99.2% | +76.1% |
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