+337.5%
AMD vs VZ
+24.2%
+313.3%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | -0.9% | +5.6% | +4.5% |
| 7D | +2.6% | +0.1% | +2.5% | +2.6% |
| 30D | -0.9% | +7.9% | -8.8% | +0.5% |
| 3M | -8.7% | +13.6% | -22.4% | -6.2% |
| 6M | +136.3% | +1.1% | +135.2% | +139.6% |
| YTD | +123.0% | +29.3% | +93.7% | +132.2% |
| 1Y | +195.2% | +21.2% | +173.9% | +206.8% |
| 3Y | +336.3% | +75.9% | +260.4% | +335.5% |
| All | +337.5% | +24.2% | +313.3% | +345.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling