+201.5%
AMD vs SU
+214.6%
-13.0%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | -0.5% | +11.5% | +11.2% |
| 7D | -11.0% | -13.4% | +2.4% | -7.2% |
| 30D | -30.5% | +0.9% | -31.4% | -30.7% |
| 3M | -8.2% | +12.8% | -21.0% | -11.8% |
| 6M | +6.6% | +8.3% | -1.7% | +3.2% |
| YTD | +109.7% | +58.2% | +51.5% | +75.3% |
| 1Y | +88.9% | +67.1% | +21.8% | +54.7% |
| 3Y | +301.8% | +125.6% | +176.2% | +193.8% |
| All | +201.5% | +214.6% | -13.0% | +92.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling