+84.0%
AMD vs MO
+40.5%
+43.6%
-37.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | -1.9% | +12.9% | +9.1% |
| 7D | -11.0% | -2.4% | -8.6% | -13.3% |
| 30D | -30.5% | +9.7% | -40.2% | -22.8% |
| 3M | -8.2% | +14.1% | -22.4% | +6.4% |
| 6M | +6.6% | +11.9% | -5.3% | +22.1% |
| YTD | +109.7% | +38.4% | +71.3% | +152.2% |
| All | +84.0% | +40.5% | +43.6% | +128.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling