+301.8%
AMD vs MO
+133.3%
+168.5%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | -1.9% | +12.9% | +9.8% |
| 7D | -11.0% | -2.4% | -8.6% | -12.5% |
| 30D | -30.5% | +9.7% | -40.2% | -25.6% |
| 3M | -8.2% | +14.1% | -22.4% | +1.1% |
| 6M | +6.6% | +11.9% | -5.3% | +17.2% |
| YTD | +109.7% | +38.4% | +71.3% | +149.7% |
| 1Y | +88.9% | +41.9% | +47.0% | +127.4% |
| 3Y | +301.8% | +134.5% | +167.3% | +467.2% |
| All | +301.8% | +133.3% | +168.5% | +467.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling