+373.4%
AMD vs VZ
+59.0%
+314.4%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +0.6% | +6.7% | +7.6% |
| 7D | +13.1% | +0.9% | +12.2% | +13.6% |
| 30D | -7.0% | +8.9% | -15.9% | -2.7% |
| 3M | +16.6% | +0.1% | +16.5% | +17.8% |
| 6M | +20.5% | +1.9% | +18.6% | +24.5% |
| YTD | +158.2% | +22.0% | +136.1% | +185.8% |
| 1Y | +132.8% | +22.1% | +110.7% | +158.1% |
| All | +373.4% | +59.0% | +314.4% | +485.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VZ.
Daily Out/Under-Performance
Portfolio return minus VZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VZ 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 3y: compounded portfolio wealth divided by compounded VZ 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…
3y analysis · Full analysis span regression · 6 months rolling