+552.3%
AMD vs U
-43.4%
+595.7%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | U | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +4.9% | -3.9% | -0.4% |
| 7D | -15.5% | +7.5% | -23.0% | -17.2% |
| 30D | -22.6% | -7.0% | -15.6% | -21.1% |
| 3M | -5.7% | +20.6% | -26.3% | -11.3% |
| 6M | +43.1% | +53.2% | -10.1% | +25.3% |
| YTD | +128.2% | -3.9% | +132.1% | +119.2% |
| 1Y | +95.5% | +18.4% | +77.1% | +75.8% |
| 3Y | +335.4% | +53.6% | +281.8% | +229.1% |
| 5Y | +255.5% | -72.0% | +327.5% | +276.5% |
| All | +552.3% | -43.4% | +595.7% | +510.0% |
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