+8,164.6%
AMD vs IWM
+156.6%
+8,008.0%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IWM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +0.9% | +6.4% | +6.2% |
| 7D | +13.1% | -0.3% | +13.4% | +15.0% |
| 30D | -7.0% | +1.9% | -8.8% | -7.5% |
| 3M | +16.6% | -5.7% | +22.3% | +27.2% |
| 6M | +20.5% | -0.3% | +20.8% | +25.2% |
| YTD | +158.2% | +15.8% | +142.4% | +128.3% |
| 1Y | +132.8% | +17.1% | +115.7% | +103.1% |
| 3Y | +366.2% | +73.1% | +293.2% | +159.4% |
| 5Y | +278.7% | +25.9% | +252.8% | +213.3% |
| 10Y | +8,164.6% | +151.9% | +8,012.7% | +3,154.4% |
| All | +8,164.6% | +156.6% | +8,008.0% | +3,154.4% |
Cumulative growth
Daily Returns
Daily percentage return beside IWM.
Daily Out/Under-Performance
Portfolio return minus IWM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IWM 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 IWM 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