+8,077.9%
AMD vs SPGI
+335.3%
+7,742.6%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +14.7% | +1.2% | +13.5% | +13.9% |
| 7D | +6.5% | +1.6% | +4.9% | +5.6% |
| 30D | -15.3% | +16.1% | -31.4% | -24.1% |
| 3M | +9.7% | +15.5% | -5.7% | -2.6% |
| 6M | +13.2% | +19.6% | -6.5% | -5.6% |
| YTD | +140.6% | -3.6% | +144.2% | +131.6% |
| 1Y | +111.2% | +2.2% | +108.9% | +92.5% |
| 3Y | +334.4% | +30.1% | +304.3% | +214.6% |
| 5Y | +268.3% | +14.9% | +253.4% | +197.3% |
| 10Y | +8,077.9% | +334.0% | +7,744.0% | +3,065.6% |
| All | +8,077.9% | +335.3% | +7,742.6% | +3,065.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling