+10,785.8%
AMD vs TROW
+14,443.7%
-3,657.8%
-96.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | -0.3% | +11.3% | +11.2% |
| 7D | -11.0% | +4.3% | -15.4% | -12.9% |
| 30D | -30.5% | +4.2% | -34.6% | -31.8% |
| 3M | -8.2% | -3.4% | -4.8% | -6.6% |
| 6M | +6.6% | +4.7% | +1.9% | +3.7% |
| YTD | +109.7% | +10.1% | +99.6% | +99.4% |
| 1Y | +88.9% | +11.7% | +77.2% | +78.1% |
| 3Y | +301.8% | +32.5% | +269.3% | +249.6% |
| 5Y | +229.4% | -38.5% | +267.9% | +324.6% |
| 10Y | +6,745.1% | +148.0% | +6,597.1% | +4,373.9% |
| All | +10,785.8% | +14,443.7% | -3,657.8% | +2,188.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling