+855.6%
AMD vs RVMD
+636.2%
+219.4%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RVMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +0.2% | +2.9% | +3.0% |
| 7D | +14.0% | -0.7% | +14.8% | +14.1% |
| 30D | +11.0% | +0.3% | +10.6% | +10.8% |
| 3M | +9.6% | +38.9% | -29.3% | +3.1% |
| 6M | +157.1% | +108.1% | +49.0% | +120.4% |
| YTD | +143.3% | +160.7% | -17.4% | +96.9% |
| 1Y | +234.4% | +407.3% | -172.9% | +135.3% |
| 3Y | +391.2% | +546.6% | -155.4% | +213.1% |
| 5Y | +390.9% | +579.8% | -188.9% | +182.6% |
| All | +855.6% | +636.2% | +219.4% | +421.2% |
Cumulative growth
Daily Returns
Daily percentage return beside RVMD.
Daily Out/Under-Performance
Portfolio return minus RVMD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RVMD 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 10y: compounded portfolio wealth divided by compounded RVMD 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…
10y analysis · Full analysis span regression · 6 months rolling