+376.3%
AMD vs TRU
-35.2%
+411.6%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -2.8% | +8.7% | +7.2% |
| 7D | +10.0% | -7.2% | +17.2% | +13.4% |
| 30D | +4.6% | -2.8% | +7.4% | +5.3% |
| 3M | +3.1% | +13.0% | -9.9% | -6.2% |
| 6M | +162.8% | +0.7% | +162.1% | +150.7% |
| YTD | +136.2% | -9.0% | +145.1% | +133.8% |
| 1Y | +234.0% | -16.3% | +250.3% | +241.9% |
| 3Y | +376.7% | -1.1% | +377.8% | +322.5% |
| 5Y | +376.3% | -36.0% | +412.4% | +496.6% |
| All | +376.3% | -35.2% | +411.6% | +496.6% |
Cumulative growth
Daily Returns
Daily percentage return beside TRU.
Daily Out/Under-Performance
Portfolio return minus TRU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRU 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 TRU 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