+199.0%
AMD vs NI
+104.4%
+94.7%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | -0.7% | +11.7% | +11.2% |
| 7D | -11.0% | -0.9% | -10.1% | -10.7% |
| 30D | -30.5% | +9.6% | -40.1% | -32.2% |
| 3M | -8.2% | +2.5% | -10.7% | -8.8% |
| 6M | +6.6% | -5.8% | +12.4% | +8.0% |
| YTD | +109.7% | +8.6% | +101.1% | +103.3% |
| 1Y | +88.9% | +6.0% | +82.9% | +84.5% |
| 3Y | +301.8% | +91.0% | +210.8% | +230.8% |
| All | +199.0% | +104.4% | +94.7% | +167.2% |
Cumulative growth
Daily Returns
Daily percentage return beside NI.
Daily Out/Under-Performance
Portfolio return minus NI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NI 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 NI 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