+6,406.4%
AMD vs SW
+147.8%
+6,258.6%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +1.3% | +3.4% | +4.5% |
| 7D | +2.6% | -5.1% | +7.7% | +3.5% |
| 30D | -0.9% | -4.6% | +3.7% | -0.1% |
| 3M | -8.7% | +9.4% | -18.1% | -10.5% |
| 6M | +136.3% | +3.5% | +132.8% | +133.6% |
| YTD | +123.0% | +22.0% | +101.0% | +113.0% |
| 1Y | +195.2% | +2.2% | +193.0% | +189.7% |
| 3Y | +336.3% | +19.6% | +316.7% | +311.7% |
| 5Y | +334.5% | -2.3% | +336.8% | +306.4% |
| All | +6,406.4% | +147.8% | +6,258.6% | +5,186.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SW.
Daily Out/Under-Performance
Portfolio return minus SW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SW 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 SW 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