+7,765.4%
AMD vs SU
+242.3%
+7,523.1%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | +0.9% | -9.7% | -9.0% |
| 7D | +18.9% | +1.7% | +17.2% | +18.4% |
| 30D | -6.4% | -7.9% | +1.4% | -4.5% |
| 3M | +10.6% | +7.5% | +3.0% | +8.2% |
| 6M | +19.9% | +7.2% | +12.7% | +16.8% |
| YTD | +149.4% | +60.9% | +88.5% | +116.2% |
| 1Y | +115.4% | +63.6% | +51.7% | +85.7% |
| 3Y | +357.3% | +128.9% | +228.4% | +257.9% |
| 5Y | +261.1% | +228.3% | +32.9% | +154.8% |
| All | +7,765.4% | +242.3% | +7,523.1% | +6,718.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SU.
Daily Out/Under-Performance
Portfolio return minus SU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SU 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 SU 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