+264.6%
AMD vs PSX
+306.7%
-42.1%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | +0.8% | -9.5% | -9.0% |
| 7D | +18.9% | +7.8% | +11.1% | +16.5% |
| 30D | -6.4% | -10.9% | +4.5% | -3.5% |
| 3M | +10.6% | +14.5% | -3.9% | +5.8% |
| 6M | +19.9% | +56.1% | -36.2% | +3.7% |
| YTD | +149.4% | +109.6% | +39.8% | +90.7% |
| 1Y | +115.4% | +95.5% | +19.9% | +68.9% |
| 3Y | +357.3% | +156.2% | +201.1% | +215.0% |
| All | +264.6% | +306.7% | -42.1% | +109.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling