+301.8%
AMD vs TER
+150.3%
+151.5%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TER | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | +2.6% | +8.5% | +9.5% |
| 7D | -11.0% | -20.5% | +9.4% | +2.2% |
| 30D | -30.5% | -47.0% | +16.5% | +0.8% |
| 3M | -8.2% | -43.3% | +35.1% | +26.1% |
| 6M | +6.6% | -42.9% | +49.5% | +44.5% |
| YTD | +109.7% | +12.9% | +96.8% | +88.4% |
| 1Y | +88.9% | +18.2% | +70.7% | +65.1% |
| 3Y | +301.8% | +151.8% | +150.0% | +97.9% |
| All | +301.8% | +150.3% | +151.5% | +97.9% |
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