+11,477.5%
AMD vs USB
+8,537.0%
+2,940.5%
-96.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | USB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | -0.3% | +4.9% | +4.8% |
| 7D | +2.6% | +1.4% | +1.1% | +1.9% |
| 30D | -0.9% | -1.3% | +0.4% | -0.4% |
| 3M | -8.7% | +15.2% | -24.0% | -14.1% |
| 6M | +136.3% | +18.8% | +117.5% | +119.3% |
| YTD | +123.0% | +21.0% | +102.0% | +104.8% |
| 1Y | +195.2% | +34.0% | +161.2% | +159.2% |
| 3Y | +336.3% | +95.3% | +241.0% | +224.9% |
| 5Y | +334.5% | +40.4% | +294.1% | +263.1% |
| 10Y | +6,259.1% | +107.3% | +6,151.8% | +4,180.2% |
| All | +11,477.5% | +8,537.0% | +2,940.5% | +3,088.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling