+261.9%
AMD vs PSX
+132.6%
+129.3%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -17.3% | -4.8% | -12.4% | -16.0% |
| 7D | -28.6% | -9.7% | -18.9% | -26.7% |
| 30D | -37.7% | -8.4% | -29.3% | -36.5% |
| 3M | -16.1% | +22.6% | -38.7% | -21.5% |
| 6M | +13.8% | +38.8% | -24.9% | +2.0% |
| YTD | +88.8% | +95.5% | -6.6% | +44.0% |
| 1Y | +57.8% | +87.1% | -29.4% | +22.2% |
| All | +261.9% | +132.6% | +129.3% | +159.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling