+337.5%
AMD vs TRI
-1.9%
+339.5%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | -5.4% | +10.1% | +6.0% |
| 7D | +2.6% | -0.5% | +3.1% | +2.5% |
| 30D | -0.9% | +7.9% | -8.8% | -3.4% |
| 3M | -8.7% | +24.1% | -32.8% | -17.0% |
| 6M | +136.3% | +3.8% | +132.5% | +129.4% |
| YTD | +123.0% | -16.9% | +139.9% | +150.3% |
| 1Y | +195.2% | -38.4% | +233.6% | +325.7% |
| 3Y | +336.3% | -12.2% | +348.5% | +301.1% |
| All | +337.5% | -1.9% | +339.5% | +215.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling