+8,732.2%
AMD vs SU
+259.2%
+8,473.0%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +1.7% | +1.4% | +2.6% |
| 7D | +14.0% | +1.6% | +12.4% | +13.6% |
| 30D | +11.0% | +10.7% | +0.2% | +8.0% |
| 3M | +9.6% | +13.5% | -3.9% | +5.6% |
| 6M | +157.1% | +21.8% | +135.3% | +140.9% |
| YTD | +143.3% | +58.8% | +84.5% | +112.3% |
| 1Y | +234.4% | +72.0% | +162.4% | +185.0% |
| 3Y | +391.2% | +121.7% | +269.5% | +287.7% |
| 5Y | +390.9% | +350.4% | +40.5% | +220.9% |
| 10Y | +8,732.2% | +264.7% | +8,467.5% | +6,881.7% |
| All | +8,732.2% | +259.2% | +8,473.0% | +6,881.7% |
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