+337.5%
AMD vs NOW
+4.1%
+333.5%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | -3.0% | +7.7% | +5.9% |
| 7D | +2.6% | -2.4% | +5.0% | +3.3% |
| 30D | -0.9% | +20.5% | -21.4% | -9.5% |
| 3M | -8.7% | +18.3% | -27.1% | -17.7% |
| 6M | +136.3% | +24.1% | +112.3% | +96.6% |
| YTD | +123.0% | -7.8% | +130.8% | +117.6% |
| 1Y | +195.2% | -21.4% | +216.6% | +214.9% |
| 3Y | +336.3% | +19.5% | +316.8% | +224.7% |
| All | +337.5% | +4.1% | +333.5% | +255.0% |
Cumulative growth
Daily Returns
Daily percentage return beside NOW.
Daily Out/Under-Performance
Portfolio return minus NOW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NOW 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 NOW 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