+195.2%
AMD vs PSX
+101.0%
+94.1%
-27.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +0.2% | +4.5% | +4.7% |
| 7D | +2.6% | +4.5% | -2.0% | +3.6% |
| 30D | -0.9% | +26.6% | -27.5% | +4.1% |
| 3M | -8.7% | +39.3% | -48.0% | -0.7% |
| 6M | +136.3% | +56.8% | +79.5% | +157.3% |
| YTD | +123.0% | +101.8% | +21.2% | +146.1% |
| 1Y | +195.2% | +99.6% | +95.6% | +228.5% |
| All | +195.2% | +101.0% | +94.1% | +228.5% |
Cumulative growth
Daily Returns
Daily percentage return beside PSX.
Daily Out/Under-Performance
Portfolio return minus PSX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PSX 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 1y: compounded portfolio wealth divided by compounded PSX 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…
1y analysis · Full analysis span regression · 6 months rolling