+301.8%
AMD vs SHOP
+141.8%
+160.0%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SHOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | +3.6% | +7.4% | +10.1% |
| 7D | -11.0% | -5.4% | -5.6% | -9.7% |
| 30D | -30.5% | -10.3% | -20.2% | -28.4% |
| 3M | -8.2% | +1.0% | -9.2% | -8.8% |
| 6M | +6.6% | +41.2% | -34.7% | -5.6% |
| YTD | +109.7% | -7.5% | +117.2% | +107.8% |
| 1Y | +88.9% | -4.6% | +93.5% | +84.5% |
| 3Y | +301.8% | +146.4% | +155.4% | +170.4% |
| All | +301.8% | +141.8% | +160.0% | +170.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SHOP.
Daily Out/Under-Performance
Portfolio return minus SHOP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SHOP 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 SHOP 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