+862.4%
AMD vs SGOV
+20.3%
+842.1%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SGOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | 0.0% | +2.5% | +2.6% |
| 7D | +8.1% | 0.0% | +8.0% | +8.3% |
| 30D | +6.9% | +0.3% | +6.6% | +8.4% |
| 3M | +5.7% | +0.9% | +4.7% | +9.8% |
| 6M | +152.0% | +1.8% | +150.1% | +169.6% |
| YTD | +141.0% | +2.5% | +138.5% | +162.6% |
| 1Y | +231.6% | +3.8% | +227.8% | +273.3% |
| 3Y | +390.1% | +14.4% | +375.7% | +406.8% |
| 5Y | +390.6% | +20.2% | +370.4% | +689.0% |
| All | +862.4% | +20.3% | +842.1% | +1,372.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SGOV.
Daily Out/Under-Performance
Portfolio return minus SGOV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SGOV 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 SGOV 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