+234.4%
AMD vs ITOT
+18.5%
+215.9%
-27.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -0.5% | +3.6% | +4.7% |
| 7D | +14.0% | -0.4% | +14.4% | +14.9% |
| 30D | +11.0% | -1.6% | +12.6% | +16.1% |
| 3M | +9.6% | +3.5% | +6.0% | -0.2% |
| 6M | +157.1% | +13.1% | +144.0% | +93.4% |
| YTD | +143.3% | +12.7% | +130.6% | +85.5% |
| 1Y | +234.4% | +18.3% | +216.1% | +149.6% |
| All | +234.4% | +18.5% | +215.9% | +149.6% |
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