+6,351.7%
AMD vs TER
+897.7%
+5,454.0%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TER | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | +2.6% | +8.5% | +9.3% |
| 7D | -11.0% | -20.5% | +9.4% | +4.0% |
| 30D | -30.5% | -47.0% | +16.5% | +6.1% |
| 3M | -8.2% | -43.3% | +35.1% | +31.5% |
| 6M | +6.6% | -42.9% | +49.5% | +49.5% |
| YTD | +109.7% | +12.9% | +96.8% | +76.8% |
| 1Y | +88.9% | +18.2% | +70.7% | +54.0% |
| 3Y | +301.8% | +151.8% | +150.0% | +71.1% |
| 5Y | +229.4% | +54.2% | +175.1% | +98.4% |
| All | +6,351.7% | +897.7% | +5,454.0% | +547.2% |
Cumulative growth
Daily Returns
Daily percentage return beside TER.
Daily Out/Under-Performance
Portfolio return minus TER return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TER 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 TER 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