+8,520.0%
AMD vs SPGI
+329.2%
+8,190.8%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -1.4% | +7.2% | +6.8% |
| 7D | +44.7% | -0.8% | +45.6% | +45.5% |
| 30D | -3.3% | +14.3% | -17.6% | -12.5% |
| 3M | +21.2% | +14.5% | +6.7% | +8.0% |
| 6M | +30.6% | +17.3% | +13.3% | +10.4% |
| YTD | +173.3% | -4.6% | +177.9% | +164.8% |
| 1Y | +126.1% | +0.8% | +125.3% | +108.2% |
| 3Y | +393.5% | +28.8% | +364.8% | +259.4% |
| 5Y | +295.8% | +14.0% | +281.8% | +220.9% |
| All | +8,520.0% | +329.2% | +8,190.8% | +2,770.9% |
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