+357.3%
AMD vs MO
+145.0%
+212.3%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | +0.9% | -9.7% | -8.1% |
| 7D | +18.9% | +3.3% | +15.6% | +21.6% |
| 30D | -6.4% | +7.5% | -14.0% | -1.2% |
| 3M | +10.6% | +22.8% | -12.2% | +27.6% |
| 6M | +19.9% | +13.4% | +6.5% | +33.6% |
| YTD | +149.4% | +43.0% | +106.4% | +203.5% |
| 1Y | +115.4% | +45.2% | +70.1% | +163.9% |
| 3Y | +357.3% | +145.5% | +211.7% | +544.5% |
| All | +357.3% | +145.0% | +212.3% | +544.5% |
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