+8,164.6%
AMD vs WAB
+282.9%
+7,881.7%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WAB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +0.2% | +7.1% | +7.2% |
| 7D | +13.1% | +3.1% | +10.0% | +12.1% |
| 30D | -7.0% | +6.4% | -13.4% | -9.2% |
| 3M | +16.6% | +2.2% | +14.4% | +16.2% |
| 6M | +20.5% | +13.7% | +6.8% | +13.6% |
| YTD | +158.2% | +43.0% | +115.2% | +116.4% |
| 1Y | +132.8% | +47.0% | +85.8% | +92.4% |
| 3Y | +366.2% | +174.4% | +191.8% | +188.9% |
| 5Y | +278.7% | +222.2% | +56.5% | +119.5% |
| 10Y | +8,164.6% | +276.9% | +7,887.7% | +3,667.8% |
| All | +8,164.6% | +282.9% | +7,881.7% | +3,667.8% |
Cumulative growth
Daily Returns
Daily percentage return beside WAB.
Daily Out/Under-Performance
Portfolio return minus WAB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WAB 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 10y: compounded portfolio wealth divided by compounded WAB 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…
10y analysis · Full analysis span regression · 6 months rolling