+57.8%
AMD vs U
+15.9%
+41.9%
-37.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | U | Excess | Alpha |
|---|---|---|---|---|
| 1D | -17.3% | +14.9% | -32.2% | -20.3% |
| 7D | -28.6% | +24.3% | -52.9% | -32.6% |
| 30D | -37.7% | +8.6% | -46.3% | -39.2% |
| 3M | -16.1% | +37.6% | -53.7% | -23.3% |
| 6M | +13.8% | +78.5% | -64.7% | -3.3% |
| YTD | +88.8% | +10.5% | +78.3% | +72.9% |
| 1Y | +57.8% | +15.2% | +42.6% | +41.6% |
| All | +57.8% | +15.9% | +41.9% | +41.6% |
Cumulative growth
Daily Returns
Daily percentage return beside U.
Daily Out/Under-Performance
Portfolio return minus U return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × U 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 1y: compounded portfolio wealth divided by compounded U 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…
1y analysis · Full analysis span regression · 6 months rolling