+95.5%
AMD vs SPGI
+3.2%
+92.3%
-28.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +3.4% | -2.4% | +2.3% |
| 7D | -15.5% | +7.2% | -22.7% | -13.1% |
| 30D | -22.6% | +23.2% | -45.9% | -16.4% |
| 3M | -5.7% | +17.0% | -22.8% | +0.2% |
| 6M | +43.1% | +20.4% | +22.7% | +54.4% |
| YTD | +128.2% | -1.9% | +130.1% | +147.7% |
| 1Y | +95.5% | +2.9% | +92.6% | +119.2% |
| All | +95.5% | +3.2% | +92.3% | +119.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SPGI.
Daily Out/Under-Performance
Portfolio return minus SPGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPGI 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 SPGI 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