+378.2%
AMD vs SGOV
+14.4%
+363.8%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SGOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | 0.0% | -3.4% | -3.2% |
| 7D | +10.4% | +0.1% | +10.3% | +11.5% |
| 30D | +6.2% | +0.3% | +5.9% | +10.8% |
| 3M | +11.3% | +0.9% | +10.4% | +26.2% |
| 6M | +147.8% | +1.8% | +146.0% | +207.1% |
| YTD | +135.2% | +2.5% | +132.6% | +205.3% |
| 1Y | +215.7% | +3.8% | +211.9% | +349.6% |
| All | +378.2% | +14.4% | +363.8% | +259.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling