+337.5%
AMD vs MO
+99.6%
+237.9%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | -0.9% | +5.6% | +4.5% |
| 7D | +2.6% | +0.3% | +2.2% | +2.7% |
| 30D | -0.9% | +0.6% | -1.6% | -0.6% |
| 3M | -8.7% | -1.0% | -7.7% | -8.7% |
| 6M | +136.3% | +4.3% | +132.0% | +137.0% |
| YTD | +123.0% | +23.3% | +99.7% | +125.1% |
| 1Y | +195.2% | +10.5% | +184.7% | +197.4% |
| 3Y | +336.3% | +96.3% | +240.1% | +316.2% |
| All | +337.5% | +99.6% | +237.9% | +334.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling