+88.9%
AMD vs STX
+67.2%
+21.7%
-37.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | STX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | -1.2% | +12.2% | +11.6% |
| 7D | -11.0% | -28.5% | +17.4% | +5.5% |
| 30D | -30.5% | -42.9% | +12.4% | -8.1% |
| 3M | -8.2% | -45.9% | +37.7% | +22.0% |
| 6M | +6.6% | -41.3% | +47.9% | +37.2% |
| YTD | +109.7% | +67.9% | +41.7% | +88.7% |
| 1Y | +88.9% | +66.5% | +22.4% | +69.7% |
| All | +88.9% | +67.2% | +21.7% | +69.7% |
Cumulative growth
Daily Returns
Daily percentage return beside STX.
Daily Out/Under-Performance
Portfolio return minus STX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STX 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 STX 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