+537.4%
AMD vs U
-44.5%
+581.8%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | U | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | -1.0% | +5.7% | +5.0% |
| 7D | +2.6% | -3.8% | +6.4% | +3.6% |
| 30D | -0.9% | +17.5% | -18.4% | -5.8% |
| 3M | -8.7% | +38.7% | -47.4% | -17.4% |
| 6M | +136.3% | +104.4% | +31.9% | +90.1% |
| YTD | +123.0% | -5.7% | +128.7% | +115.9% |
| 1Y | +195.2% | +3.7% | +191.5% | +173.9% |
| 3Y | +336.3% | +12.3% | +324.0% | +261.5% |
| 5Y | +334.5% | -68.8% | +403.3% | +350.3% |
| All | +537.4% | -44.5% | +581.8% | +500.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling