+8,732.2%
AMD vs TROW
+128.2%
+8,604.0%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -1.5% | +4.6% | +4.2% |
| 7D | +14.0% | -1.5% | +15.5% | +15.2% |
| 30D | +11.0% | -5.3% | +16.3% | +15.2% |
| 3M | +9.6% | +2.9% | +6.6% | +6.1% |
| 6M | +157.1% | +22.2% | +134.9% | +119.3% |
| YTD | +143.3% | +8.1% | +135.2% | +127.7% |
| 1Y | +234.4% | +5.8% | +228.6% | +218.2% |
| 3Y | +391.2% | +14.0% | +377.2% | +336.5% |
| 5Y | +390.9% | -38.3% | +429.2% | +553.0% |
| 10Y | +8,732.2% | +131.7% | +8,600.5% | +6,427.0% |
| All | +8,732.2% | +128.2% | +8,604.0% | +6,427.0% |
Cumulative growth
Daily Returns
Daily percentage return beside TROW.
Daily Out/Under-Performance
Portfolio return minus TROW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TROW 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 10y: compounded portfolio wealth divided by compounded TROW 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…
10y analysis · Full analysis span regression · 6 months rolling