+357.3%
AMD vs NTRS
+176.1%
+181.2%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | +0.3% | -9.1% | -9.0% |
| 7D | +18.9% | +3.2% | +15.8% | +16.5% |
| 30D | -6.4% | +9.6% | -16.0% | -11.2% |
| 3M | +10.6% | -6.0% | +16.6% | +15.7% |
| 6M | +19.9% | +10.4% | +9.5% | +13.0% |
| YTD | +149.4% | +32.5% | +116.9% | +107.2% |
| 1Y | +115.4% | +41.2% | +74.2% | +71.4% |
| 3Y | +357.3% | +173.4% | +183.9% | +171.0% |
| All | +357.3% | +176.1% | +181.2% | +171.0% |
Cumulative growth
Daily Returns
Daily percentage return beside NTRS.
Daily Out/Under-Performance
Portfolio return minus NTRS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NTRS 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 NTRS 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