+376.3%
AMD vs ITOT
+73.9%
+302.5%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -0.6% | +6.5% | +7.1% |
| 7D | +10.0% | +0.7% | +9.4% | +8.3% |
| 30D | +4.6% | -1.1% | +5.7% | +7.0% |
| 3M | +3.1% | +3.9% | -0.7% | -3.3% |
| 6M | +162.8% | +14.7% | +148.1% | +105.0% |
| YTD | +136.2% | +13.3% | +122.8% | +90.2% |
| 1Y | +234.0% | +19.1% | +214.9% | +146.4% |
| 3Y | +376.7% | +77.3% | +299.4% | +66.2% |
| 5Y | +376.3% | +74.1% | +302.3% | +97.8% |
| All | +376.3% | +73.9% | +302.5% | +97.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling