+301.8%
AMD vs TRI
-5.2%
+307.0%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | -4.7% | +15.7% | +10.5% |
| 7D | -11.0% | -4.8% | -6.2% | -11.4% |
| 30D | -30.5% | +13.4% | -43.9% | -29.9% |
| 3M | -8.2% | +13.1% | -21.4% | -7.7% |
| 6M | +6.6% | +24.4% | -17.9% | +7.3% |
| YTD | +109.7% | -11.4% | +121.1% | +138.1% |
| 1Y | +88.9% | -15.6% | +104.5% | +120.0% |
| 3Y | +301.8% | -6.5% | +308.3% | +360.3% |
| All | +301.8% | -5.2% | +307.0% | +360.3% |
Cumulative growth
Daily Returns
Daily percentage return beside TRI.
Daily Out/Under-Performance
Portfolio return minus TRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRI 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 TRI 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