+337.5%
AMD vs TER
+197.9%
+139.6%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TER | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +5.5% | -0.8% | +1.1% |
| 7D | +2.6% | +0.6% | +2.0% | +2.1% |
| 30D | -0.9% | -8.3% | +7.3% | +4.0% |
| 3M | -8.7% | -12.2% | +3.5% | -2.9% |
| 6M | +136.3% | +17.1% | +119.3% | +99.4% |
| YTD | +123.0% | +84.7% | +38.3% | +35.0% |
| 1Y | +195.2% | +199.9% | -4.7% | +21.7% |
| 3Y | +336.3% | +232.8% | +103.6% | +47.4% |
| All | +337.5% | +197.9% | +139.6% | +68.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling