+231.6%
AMD vs SGOV
+3.8%
+227.8%
-27.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SGOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | 0.0% | +2.5% | +3.4% |
| 7D | +8.1% | 0.0% | +8.0% | +10.6% |
| 30D | +6.9% | +0.3% | +6.6% | +24.2% |
| 3M | +5.7% | +0.9% | +4.7% | +63.7% |
| 6M | +152.0% | +1.8% | +150.1% | +466.5% |
| YTD | +141.0% | +2.5% | +138.5% | +623.9% |
| 1Y | +231.6% | +3.8% | +227.8% | +4,598.0% |
| All | +231.6% | +3.8% | +227.8% | +4,598.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling