+7,601.2%
AMD vs PSX
+339.3%
+7,261.9%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.9% | +2.2% | +1.6% |
| 7D | +6.5% | -7.8% | +14.3% | +9.4% |
| 30D | -15.3% | -9.9% | -5.4% | -12.7% |
| 3M | +9.7% | +16.9% | -7.2% | +4.0% |
| 6M | +13.2% | +48.0% | -34.8% | -1.0% |
| YTD | +140.6% | +98.3% | +42.2% | +88.1% |
| 1Y | +111.2% | +86.2% | +25.0% | +68.3% |
| 3Y | +334.4% | +144.0% | +190.5% | +211.0% |
| 5Y | +268.3% | +287.7% | -19.4% | +121.4% |
| All | +7,601.2% | +339.3% | +7,261.9% | +4,968.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling