+6,370.3%
AMD vs MDY
+172.1%
+6,198.2%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | +0.6% | +10.4% | +10.2% |
| 7D | -11.0% | -1.7% | -9.4% | -8.4% |
| 30D | -30.5% | -0.9% | -29.6% | -28.9% |
| 3M | -8.2% | -5.7% | -2.5% | +0.2% |
| 6M | +6.6% | -2.9% | +9.5% | +14.1% |
| YTD | +109.7% | +9.8% | +99.8% | +94.0% |
| 1Y | +88.9% | +13.5% | +75.4% | +68.0% |
| 3Y | +301.8% | +51.9% | +249.9% | +156.6% |
| 5Y | +229.4% | +32.0% | +197.3% | +159.1% |
| All | +6,370.3% | +172.1% | +6,198.2% | +2,087.6% |
Cumulative growth
Daily Returns
Daily percentage return beside MDY.
Daily Out/Under-Performance
Portfolio return minus MDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDY 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 MDY 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