+8,017.8%
AMD vs MO
+101.6%
+7,916.2%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -1.0% | +6.9% | +6.0% |
| 7D | +10.0% | -2.0% | +12.0% | +10.2% |
| 30D | +4.6% | -0.3% | +4.9% | +4.6% |
| 3M | +3.1% | -2.9% | +6.1% | +2.6% |
| 6M | +162.8% | +5.8% | +157.0% | +156.3% |
| YTD | +136.2% | +22.0% | +114.1% | +123.1% |
| 1Y | +234.0% | +10.7% | +223.3% | +221.2% |
| 3Y | +376.7% | +94.4% | +282.3% | +288.3% |
| 5Y | +376.3% | +97.2% | +279.2% | +281.4% |
| 10Y | +8,017.8% | +103.0% | +7,914.9% | +5,561.8% |
| All | +8,017.8% | +101.6% | +7,916.2% | +5,561.8% |
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