+11,477.5%
AMD vs MO
+15,304.6%
-3,827.1%
-96.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | -0.9% | +5.6% | +4.9% |
| 7D | +2.6% | +0.3% | +2.2% | +2.5% |
| 30D | -0.9% | +0.6% | -1.6% | -1.2% |
| 3M | -8.7% | -1.0% | -7.7% | -9.7% |
| 6M | +136.3% | +4.3% | +132.0% | +129.8% |
| YTD | +123.0% | +23.3% | +99.7% | +107.0% |
| 1Y | +195.2% | +10.5% | +184.7% | +180.9% |
| 3Y | +336.3% | +96.3% | +240.1% | +249.3% |
| 5Y | +334.5% | +98.9% | +235.6% | +242.6% |
| 10Y | +6,259.1% | +103.6% | +6,155.5% | +4,728.1% |
| All | +11,477.5% | +15,304.6% | -3,827.1% | +2,336.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling