+331.1%
AMD vs TER
+234.6%
+96.5%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TER | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +5.5% | -0.8% | +1.5% |
| 7D | +2.6% | +0.6% | +2.0% | +2.2% |
| 30D | -0.9% | -8.3% | +7.3% | +3.4% |
| 3M | -8.7% | -12.2% | +3.5% | -3.3% |
| 6M | +136.3% | +17.1% | +119.3% | +107.8% |
| YTD | +123.0% | +84.7% | +38.3% | +50.3% |
| 1Y | +195.2% | +199.9% | -4.7% | +46.6% |
| All | +331.1% | +234.6% | +96.5% | +85.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling