+126.1%
AMD vs UL
-0.9%
+127.0%
-37.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | +0.4% | +5.5% | +6.1% |
| 7D | +44.7% | -2.5% | +47.2% | +42.4% |
| 30D | -3.3% | +5.7% | -9.0% | +0.7% |
| 3M | +21.2% | +7.0% | +14.2% | +27.3% |
| 6M | +30.6% | +16.1% | +14.5% | +41.7% |
| YTD | +173.3% | +3.6% | +169.7% | +191.2% |
| 1Y | +126.1% | -1.4% | +127.5% | +138.3% |
| All | +126.1% | -0.9% | +127.0% | +138.3% |
Cumulative growth
Daily Returns
Daily percentage return beside UL.
Daily Out/Under-Performance
Portfolio return minus UL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UL 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 UL 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