+8,164.6%
AMD vs MO
+148.6%
+8,016.0%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +1.4% | +5.9% | +7.2% |
| 7D | +13.1% | -0.8% | +13.9% | +13.2% |
| 30D | -7.0% | +8.0% | -15.0% | -7.5% |
| 3M | +16.6% | +20.9% | -4.3% | +14.7% |
| 6M | +20.5% | +16.3% | +4.2% | +17.7% |
| YTD | +158.2% | +40.7% | +117.5% | +142.1% |
| 1Y | +132.8% | +41.5% | +91.3% | +117.9% |
| 3Y | +366.2% | +141.5% | +224.7% | +271.8% |
| 5Y | +278.7% | +153.1% | +125.6% | +194.1% |
| 10Y | +8,164.6% | +149.3% | +8,015.3% | +5,065.6% |
| All | +8,164.6% | +148.6% | +8,016.0% | +5,065.6% |
Cumulative growth
Daily Returns
Daily percentage return beside MO.
Daily Out/Under-Performance
Portfolio return minus MO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MO 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 MO 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