+301.8%
AMD vs W
+123.5%
+178.3%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | W | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | -1.4% | +12.5% | +11.4% |
| 7D | -11.0% | -3.6% | -7.4% | -9.9% |
| 30D | -30.5% | +7.0% | -37.4% | -31.6% |
| 3M | -8.2% | +7.4% | -15.6% | -10.2% |
| 6M | +6.6% | +69.3% | -62.7% | -10.2% |
| YTD | +109.7% | +11.3% | +98.4% | +96.5% |
| 1Y | +88.9% | +13.2% | +75.7% | +75.3% |
| 3Y | +301.8% | +142.0% | +159.8% | +167.0% |
| All | +301.8% | +123.5% | +178.3% | +167.0% |
Cumulative growth
Daily Returns
Daily percentage return beside W.
Daily Out/Under-Performance
Portfolio return minus W return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × W 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 W 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