+234.0%
AMD vs MO
+9.5%
+224.5%
-27.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -1.0% | +6.9% | +5.0% |
| 7D | +10.0% | -2.0% | +12.0% | +8.3% |
| 30D | +4.6% | -0.3% | +4.9% | +4.6% |
| 3M | +3.1% | -2.9% | +6.1% | +2.1% |
| 6M | +162.8% | +5.8% | +157.0% | +169.0% |
| YTD | +136.2% | +22.0% | +114.1% | +155.4% |
| 1Y | +234.0% | +10.7% | +223.3% | +242.4% |
| All | +234.0% | +9.5% | +224.5% | +242.4% |
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