+7,350.9%
AMD vs USB
+100.3%
+7,250.7%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | USB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.9% | -0.9% | +0.2% |
| 7D | -15.5% | +2.4% | -17.9% | -16.3% |
| 30D | -22.6% | +6.6% | -29.2% | -24.8% |
| 3M | -5.7% | -4.1% | -1.7% | -4.4% |
| 6M | +43.1% | +12.5% | +30.6% | +35.2% |
| YTD | +128.2% | +17.6% | +110.6% | +110.4% |
| 1Y | +95.5% | +36.5% | +59.0% | +68.7% |
| 3Y | +335.4% | +95.4% | +240.0% | +220.2% |
| 5Y | +255.5% | +26.1% | +229.3% | +208.4% |
| 10Y | +7,350.9% | +101.3% | +7,249.6% | +6,533.9% |
| All | +7,350.9% | +100.3% | +7,250.7% | +6,533.9% |
Cumulative growth
Daily Returns
Daily percentage return beside USB.
Daily Out/Under-Performance
Portfolio return minus USB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USB 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 10y: compounded portfolio wealth divided by compounded USB 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…
10y analysis · Full analysis span regression · 6 months rolling