+199.0%
AMD vs UUUU
-36.6%
+235.6%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | +1.1% | +10.0% | +10.7% |
| 7D | -11.0% | -13.6% | +2.6% | -6.5% |
| 30D | -30.5% | -35.1% | +4.6% | -20.3% |
| 3M | -8.2% | -48.4% | +40.1% | +11.7% |
| 6M | +6.6% | -71.7% | +78.2% | +53.0% |
| YTD | +109.7% | -54.2% | +163.9% | +155.9% |
| 1Y | +88.9% | -56.0% | +144.9% | +131.5% |
| 3Y | +301.8% | -13.1% | +314.9% | +244.1% |
| All | +199.0% | -36.6% | +235.6% | +148.3% |
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