+401.2%
AMD vs PSX
+155.7%
+245.4%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | +1.6% | +4.2% | +5.4% |
| 7D | +44.7% | +6.4% | +38.3% | +42.4% |
| 30D | -3.3% | -10.2% | +6.8% | -0.9% |
| 3M | +21.2% | +17.2% | +4.0% | +15.3% |
| 6M | +30.6% | +51.8% | -21.2% | +14.4% |
| YTD | +173.3% | +108.0% | +65.3% | +105.1% |
| 1Y | +126.1% | +96.1% | +30.0% | +74.0% |
| All | +401.2% | +155.7% | +245.4% | +266.8% |
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 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