+6,351.7%
AMD vs O
+69.5%
+6,282.2%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | O | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | -0.8% | +11.8% | +11.3% |
| 7D | -11.0% | +3.7% | -14.8% | -12.0% |
| 30D | -30.5% | +11.2% | -41.7% | -32.7% |
| 3M | -8.2% | -4.0% | -4.2% | -7.5% |
| 6M | +6.6% | -5.2% | +11.8% | +7.3% |
| YTD | +109.7% | +9.5% | +100.2% | +100.8% |
| 1Y | +88.9% | +10.6% | +78.3% | +80.1% |
| 3Y | +301.8% | +38.1% | +263.7% | +246.8% |
| 5Y | +229.4% | +10.2% | +219.1% | +209.2% |
| All | +6,351.7% | +69.5% | +6,282.2% | +5,705.4% |
Cumulative growth
Daily Returns
Daily percentage return beside O.
Daily Out/Under-Performance
Portfolio return minus O return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × O 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 10y: compounded portfolio wealth divided by compounded O 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…
10y analysis · Full analysis span regression · 6 months rolling