+8,164.6%
AMD vs SU
+232.2%
+7,932.4%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +1.8% | +5.5% | +6.9% |
| 7D | +13.1% | -4.3% | +17.4% | +14.5% |
| 30D | -7.0% | -6.2% | -0.8% | -5.5% |
| 3M | +16.6% | +9.7% | +6.9% | +13.5% |
| 6M | +20.5% | +7.3% | +13.2% | +17.4% |
| YTD | +158.2% | +58.7% | +99.4% | +124.6% |
| 1Y | +132.8% | +59.7% | +73.0% | +102.1% |
| 3Y | +366.2% | +129.2% | +237.0% | +264.8% |
| 5Y | +278.7% | +223.7% | +55.0% | +168.1% |
| 10Y | +8,164.6% | +235.9% | +7,928.6% | +7,049.6% |
| All | +8,164.6% | +232.2% | +7,932.4% | +7,049.6% |
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