+6,351.7%
AMD vs SO
+177.2%
+6,174.6%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | -1.1% | +12.1% | +11.2% |
| 7D | -11.0% | -1.5% | -9.6% | -10.9% |
| 30D | -30.5% | +8.1% | -38.5% | -31.6% |
| 3M | -8.2% | +0.2% | -8.4% | -8.5% |
| 6M | +6.6% | +0.4% | +6.2% | +5.8% |
| YTD | +109.7% | +8.5% | +101.2% | +103.7% |
| 1Y | +88.9% | +4.9% | +84.0% | +84.9% |
| 3Y | +301.8% | +47.9% | +253.9% | +248.6% |
| 5Y | +229.4% | +75.7% | +153.7% | +167.1% |
| All | +6,351.7% | +177.2% | +6,174.6% | +5,160.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SO.
Daily Out/Under-Performance
Portfolio return minus SO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SO 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 SO 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