+376.3%
AMD vs UUUU
+118.2%
+258.1%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | +1.0% | +4.9% | +5.6% |
| 7D | +10.0% | +2.8% | +7.2% | +9.2% |
| 30D | +4.6% | +3.4% | +1.2% | +3.3% |
| 3M | +3.1% | -3.9% | +7.0% | +4.0% |
| 6M | +162.8% | -23.2% | +186.0% | +177.4% |
| YTD | +136.2% | +0.6% | +135.6% | +127.3% |
| 1Y | +234.0% | +22.9% | +211.2% | +188.5% |
| 3Y | +376.7% | +98.6% | +278.1% | +218.5% |
| 5Y | +376.3% | +130.2% | +246.1% | +186.8% |
| All | +376.3% | +118.2% | +258.1% | +186.8% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 5y: compounded portfolio wealth divided by compounded UUUU 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…
5y analysis · Full analysis span regression · 6 months rolling