+241.5%
AMD vs SU
+208.6%
+32.9%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.3% | -1.9% | +15.2% | +13.8% |
| 7D | +8.9% | -10.6% | +19.5% | +12.5% |
| 30D | -16.4% | -6.6% | -9.7% | -14.8% |
| 3M | +5.2% | +12.9% | -7.7% | +0.9% |
| 6M | +11.7% | +6.7% | +5.0% | +8.5% |
| YTD | +137.5% | +55.2% | +82.3% | +99.4% |
| 1Y | +117.8% | +61.5% | +56.2% | +80.2% |
| 3Y | +348.1% | +128.7% | +219.4% | +226.0% |
| 5Y | +241.5% | +210.8% | +30.7% | +119.2% |
| All | +241.5% | +208.6% | +32.9% | +119.2% |
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