+11,477.5%
AMD vs TROW
+14,446.5%
-2,969.0%
-96.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | -1.0% | +5.7% | +5.2% |
| 7D | +2.6% | -1.3% | +3.9% | +3.2% |
| 30D | -0.9% | -4.5% | +3.6% | +1.3% |
| 3M | -8.7% | +3.9% | -12.6% | -10.9% |
| 6M | +136.3% | +22.6% | +113.8% | +112.2% |
| YTD | +123.0% | +10.1% | +112.9% | +111.8% |
| 1Y | +195.2% | +3.6% | +191.6% | +189.8% |
| 3Y | +336.3% | +12.4% | +323.9% | +311.3% |
| 5Y | +334.5% | -37.5% | +372.0% | +454.1% |
| 10Y | +6,259.1% | +130.0% | +6,129.2% | +4,203.3% |
| All | +11,477.5% | +14,446.5% | -2,969.0% | +2,331.2% |
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