+132.8%
AMD vs SPGI
+2.4%
+130.4%
-37.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +0.4% | +7.0% | +7.4% |
| 7D | +13.1% | -1.4% | +14.5% | +12.4% |
| 30D | -7.0% | +15.3% | -22.2% | -1.8% |
| 3M | +16.6% | +16.5% | +0.1% | +23.6% |
| 6M | +20.5% | +19.8% | +0.7% | +29.4% |
| YTD | +158.2% | -3.2% | +161.4% | +178.9% |
| 1Y | +132.8% | +1.8% | +131.0% | +163.8% |
| All | +132.8% | +2.4% | +130.4% | +163.8% |
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