+8,732.2%
AMD vs PBR
+648.5%
+8,083.7%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PBR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +0.5% | +2.6% | +2.9% |
| 7D | +14.0% | +0.3% | +13.7% | +13.9% |
| 30D | +11.0% | +17.5% | -6.6% | +6.9% |
| 3M | +9.6% | +20.9% | -11.3% | +4.7% |
| 6M | +157.1% | +20.2% | +136.9% | +144.1% |
| YTD | +143.3% | +84.3% | +59.0% | +109.2% |
| 1Y | +234.4% | +77.1% | +157.3% | +189.2% |
| 3Y | +391.2% | +100.8% | +290.4% | +307.0% |
| 5Y | +390.9% | +556.1% | -165.2% | +195.1% |
| 10Y | +8,732.2% | +676.1% | +8,056.2% | +4,617.7% |
| All | +8,732.2% | +648.5% | +8,083.7% | +4,617.7% |
Cumulative growth
Daily Returns
Daily percentage return beside PBR.
Daily Out/Under-Performance
Portfolio return minus PBR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PBR 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 PBR 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