+278.7%
AMD vs STX
+541.2%
-262.6%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | STX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +10.0% | -2.7% | +1.7% |
| 7D | +13.1% | -1.0% | +14.1% | +14.4% |
| 30D | -7.0% | -26.8% | +19.8% | +11.1% |
| 3M | +16.6% | -32.7% | +49.3% | +42.4% |
| 6M | +20.5% | -33.7% | +54.3% | +47.2% |
| YTD | +158.2% | +101.0% | +57.2% | +64.4% |
| 1Y | +132.8% | +92.7% | +40.1% | +50.7% |
| 3Y | +366.2% | +708.7% | -342.5% | +1.3% |
| 5Y | +278.7% | +504.0% | -225.3% | -3.0% |
| All | +278.7% | +541.2% | -262.6% | -3.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling