+8,077.9%
AMD vs MO
+139.9%
+7,938.1%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +14.7% | +0.3% | +14.4% | +14.7% |
| 7D | +6.5% | -0.8% | +7.3% | +6.5% |
| 30D | -15.3% | +6.5% | -21.8% | -15.7% |
| 3M | +9.7% | +18.3% | -8.6% | +8.1% |
| 6M | +13.2% | +15.6% | -2.4% | +10.5% |
| YTD | +140.6% | +38.8% | +101.8% | +125.7% |
| 1Y | +111.2% | +41.6% | +69.5% | +97.3% |
| 3Y | +334.4% | +138.2% | +196.2% | +246.7% |
| 5Y | +268.3% | +150.5% | +117.9% | +186.0% |
| 10Y | +8,077.9% | +146.1% | +7,931.9% | +5,062.3% |
| All | +8,077.9% | +139.9% | +7,938.1% | +5,062.3% |
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