+376.7%
AMD vs RVMD
+545.7%
-168.9%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RVMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -1.3% | +7.2% | +6.1% |
| 7D | +10.0% | -1.2% | +11.3% | +10.2% |
| 30D | +4.6% | +1.1% | +3.6% | +4.4% |
| 3M | +3.1% | +39.6% | -36.5% | -1.6% |
| 6M | +162.8% | +110.7% | +52.1% | +135.0% |
| YTD | +136.2% | +160.3% | -24.1% | +102.7% |
| 1Y | +234.0% | +404.9% | -170.9% | +155.1% |
| 3Y | +376.7% | +545.5% | -168.7% | +246.7% |
| All | +376.7% | +545.7% | -168.9% | +246.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling