+301.8%
AMD vs WAT
+74.7%
+227.1%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | +1.0% | +10.0% | +10.7% |
| 7D | -11.0% | -1.1% | -9.9% | -10.5% |
| 30D | -30.5% | +5.0% | -35.4% | -31.1% |
| 3M | -8.2% | +14.5% | -22.7% | -11.4% |
| 6M | +6.6% | +30.9% | -24.4% | -1.0% |
| YTD | +109.7% | +20.5% | +89.2% | +96.7% |
| 1Y | +88.9% | +23.3% | +65.6% | +75.8% |
| 3Y | +301.8% | +81.5% | +220.3% | +255.0% |
| All | +301.8% | +74.7% | +227.1% | +255.0% |
Cumulative growth
Daily Returns
Daily percentage return beside WAT.
Daily Out/Under-Performance
Portfolio return minus WAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WAT 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 WAT 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