+357.3%
AMD vs TROW
+37.3%
+320.0%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | +0.7% | -9.4% | -9.3% |
| 7D | +18.9% | +0.5% | +18.5% | +18.4% |
| 30D | -6.4% | +9.3% | -15.8% | -12.6% |
| 3M | +10.6% | -0.9% | +11.5% | +11.4% |
| 6M | +19.9% | +8.3% | +11.5% | +10.3% |
| YTD | +149.4% | +10.6% | +138.7% | +125.9% |
| 1Y | +115.4% | +10.5% | +104.8% | +94.6% |
| 3Y | +357.3% | +36.5% | +320.8% | +274.9% |
| All | +357.3% | +37.3% | +320.0% | +274.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling