+199.0%
AMD vs STX
+447.0%
-247.9%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | STX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | -1.2% | +12.2% | +11.7% |
| 7D | -11.0% | -28.5% | +17.4% | +7.4% |
| 30D | -30.5% | -42.9% | +12.4% | -4.8% |
| 3M | -8.2% | -45.9% | +37.7% | +26.5% |
| 6M | +6.6% | -41.3% | +47.9% | +39.2% |
| YTD | +109.7% | +67.9% | +41.7% | +47.3% |
| 1Y | +88.9% | +66.5% | +22.4% | +32.3% |
| 3Y | +301.8% | +588.0% | -286.1% | -4.9% |
| All | +199.0% | +447.0% | -247.9% | -19.3% |
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