+334.4%
AMD vs U
+124.7%
+209.7%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | U | Excess | Alpha |
|---|---|---|---|---|
| 1D | +14.7% | -2.2% | +17.0% | +15.2% |
| 7D | +6.5% | +24.4% | -17.9% | +0.2% |
| 30D | -15.3% | +7.4% | -22.7% | -17.3% |
| 3M | +9.7% | +16.8% | -7.1% | +4.6% |
| 6M | +13.2% | +78.8% | -65.6% | -3.6% |
| YTD | +140.6% | +14.0% | +126.6% | +121.0% |
| 1Y | +111.2% | +16.7% | +94.5% | +92.5% |
| 3Y | +334.4% | +86.4% | +248.1% | +245.6% |
| All | +334.4% | +124.7% | +209.7% | +245.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling