+8,077.9%
AMD vs STT
+198.3%
+7,879.6%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | STT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +14.7% | +3.7% | +11.1% | +12.6% |
| 7D | +6.5% | +1.1% | +5.3% | +6.5% |
| 30D | -15.3% | -1.9% | -13.4% | -13.5% |
| 3M | +9.7% | -7.6% | +17.3% | +15.7% |
| 6M | +13.2% | +16.0% | -2.8% | +5.4% |
| YTD | +140.6% | +36.2% | +104.4% | +104.7% |
| 1Y | +111.2% | +46.8% | +64.4% | +72.6% |
| 3Y | +334.4% | +177.8% | +156.7% | +150.2% |
| 5Y | +268.3% | +105.8% | +162.5% | +140.9% |
| 10Y | +8,077.9% | +197.6% | +7,880.4% | +4,335.5% |
| All | +8,077.9% | +198.3% | +7,879.6% | +4,335.5% |
Cumulative growth
Daily Returns
Daily percentage return beside STT.
Daily Out/Under-Performance
Portfolio return minus STT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STT 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 STT 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