+337.5%
AMD vs U
-68.9%
+406.4%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | U | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | -1.0% | +5.7% | +5.0% |
| 7D | +2.6% | -3.8% | +6.4% | +3.7% |
| 30D | -0.9% | +17.5% | -18.4% | -6.0% |
| 3M | -8.7% | +38.7% | -47.4% | -17.8% |
| 6M | +136.3% | +104.4% | +31.9% | +88.3% |
| YTD | +123.0% | -5.7% | +128.7% | +115.6% |
| 1Y | +195.2% | +3.7% | +191.5% | +172.9% |
| 3Y | +336.3% | +12.3% | +324.0% | +258.3% |
| All | +337.5% | -68.9% | +406.4% | +400.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling