+337.5%
AMD vs WBD
-0.2%
+337.7%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WBD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | -0.4% | +5.1% | +4.8% |
| 7D | +2.6% | -1.8% | +4.4% | +3.1% |
| 30D | -0.9% | +8.8% | -9.7% | -3.2% |
| 3M | -8.7% | +4.6% | -13.4% | -9.9% |
| 6M | +136.3% | +1.1% | +135.3% | +135.6% |
| YTD | +123.0% | -2.0% | +125.0% | +124.2% |
| 1Y | +195.2% | +140.0% | +55.2% | +123.8% |
| 3Y | +336.3% | +144.4% | +192.0% | +209.3% |
| All | +337.5% | -0.2% | +337.7% | +291.7% |
Cumulative growth
Daily Returns
Daily percentage return beside WBD.
Daily Out/Under-Performance
Portfolio return minus WBD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WBD 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 WBD 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