+337.5%
AMD vs META
+65.5%
+272.0%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | META | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +1.0% | +3.7% | +4.2% |
| 7D | +2.6% | +6.7% | -4.1% | -1.0% |
| 30D | -0.9% | +4.8% | -5.7% | -3.6% |
| 3M | -8.7% | -1.6% | -7.1% | -9.6% |
| 6M | +136.3% | -7.5% | +143.8% | +140.5% |
| YTD | +123.0% | -6.4% | +129.4% | +124.4% |
| 1Y | +195.2% | -17.3% | +212.5% | +217.2% |
| 3Y | +336.3% | +109.9% | +226.4% | +175.9% |
| All | +337.5% | +65.5% | +272.0% | +190.5% |
Cumulative growth
Daily Returns
Daily percentage return beside META.
Daily Out/Under-Performance
Portfolio return minus META return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × META 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 META 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