+199.0%
AMD vs SYY
+7.8%
+191.3%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | +2.2% | +8.9% | +10.3% |
| 7D | -11.0% | -7.3% | -3.8% | -8.8% |
| 30D | -30.5% | +0.1% | -30.6% | -30.9% |
| 3M | -8.2% | -8.2% | 0.0% | -5.9% |
| 6M | +6.6% | +6.3% | +0.3% | +1.7% |
| YTD | +109.7% | +7.3% | +102.4% | +96.4% |
| 1Y | +88.9% | +8.5% | +80.4% | +75.2% |
| 3Y | +301.8% | +24.9% | +276.9% | +219.9% |
| All | +199.0% | +7.8% | +191.3% | +160.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SYY.
Daily Out/Under-Performance
Portfolio return minus SYY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SYY 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 SYY 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