+261.9%
AMD vs ROIV
+290.8%
-28.9%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -17.3% | -4.2% | -13.1% | -15.5% |
| 7D | -28.6% | -2.4% | -26.2% | -27.6% |
| 30D | -37.7% | +3.1% | -40.8% | -38.3% |
| 3M | -16.1% | +5.8% | -21.9% | -18.9% |
| 6M | +13.8% | +29.3% | -15.5% | +1.5% |
| YTD | +88.8% | +68.8% | +20.1% | +50.5% |
| 1Y | +57.8% | +81.0% | -23.3% | +22.0% |
| All | +261.9% | +290.8% | -28.9% | +97.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ROIV.
Daily Out/Under-Performance
Portfolio return minus ROIV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROIV 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 ROIV 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