+414.0%
AMD vs ROIV
+232.7%
+181.3%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +1.5% | +3.2% | +4.4% |
| 7D | +2.6% | +0.6% | +1.9% | +2.5% |
| 30D | -0.9% | +1.0% | -1.9% | -1.2% |
| 3M | -8.7% | +18.3% | -27.0% | -11.5% |
| 6M | +136.3% | +18.3% | +118.0% | +128.7% |
| YTD | +123.0% | +61.0% | +62.0% | +104.0% |
| 1Y | +195.2% | +177.9% | +17.3% | +145.7% |
| 3Y | +336.3% | +199.1% | +137.3% | +252.3% |
| 5Y | +334.5% | +250.7% | +83.8% | +203.5% |
| All | +414.0% | +232.7% | +181.3% | +271.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling