+331.1%
AMD vs SWKS
-25.5%
+356.5%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SWKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +3.5% | +1.2% | +2.8% |
| 7D | +2.6% | +12.5% | -9.9% | -4.0% |
| 30D | -0.9% | +10.5% | -11.4% | -6.6% |
| 3M | -8.7% | -7.4% | -1.3% | -5.0% |
| 6M | +136.3% | +32.7% | +103.7% | +98.1% |
| YTD | +123.0% | +19.2% | +103.8% | +95.3% |
| 1Y | +195.2% | +2.4% | +192.8% | +181.1% |
| All | +331.1% | -25.5% | +356.5% | +345.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SWKS.
Daily Out/Under-Performance
Portfolio return minus SWKS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SWKS 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 3y: compounded portfolio wealth divided by compounded SWKS 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…
3y analysis · Full analysis span regression · 6 months rolling