+7,228.2%
AMD vs O
+69.9%
+7,158.4%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | O | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.3% | +0.8% | +12.5% | +13.0% |
| 7D | +8.9% | +3.3% | +5.6% | +7.9% |
| 30D | -16.4% | +10.3% | -26.7% | -18.9% |
| 3M | +5.2% | -3.5% | +8.7% | +6.0% |
| 6M | +11.7% | -1.3% | +13.0% | +11.1% |
| YTD | +137.5% | +10.3% | +127.1% | +127.0% |
| 1Y | +117.8% | +10.4% | +107.4% | +107.9% |
| 3Y | +348.1% | +40.0% | +308.1% | +285.1% |
| 5Y | +241.5% | +12.4% | +229.2% | +218.9% |
| 10Y | +7,228.2% | +78.2% | +7,150.0% | +6,387.8% |
| All | +7,228.2% | +69.9% | +7,158.4% | +6,387.8% |
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