+196.6%
AMD vs V
+107.1%
+89.5%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | V | Excess | Alpha |
|---|---|---|---|---|
| 1D | -17.3% | -3.2% | -14.1% | -15.1% |
| 7D | -28.6% | +2.9% | -31.5% | -29.9% |
| 30D | -37.7% | +14.0% | -51.7% | -43.3% |
| 3M | -16.1% | +14.9% | -31.0% | -24.4% |
| 6M | +13.8% | +31.7% | -17.9% | -9.8% |
| YTD | +88.8% | +21.2% | +67.6% | +58.8% |
| 1Y | +57.8% | +25.3% | +32.5% | +28.2% |
| 3Y | +260.3% | +77.5% | +182.8% | +98.0% |
| 5Y | +196.6% | +102.6% | +94.0% | +42.0% |
| All | +196.6% | +107.1% | +89.5% | +42.0% |
Cumulative growth
Daily Returns
Daily percentage return beside V.
Daily Out/Under-Performance
Portfolio return minus V return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × V 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 V 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