+8,077.9%
AMD vs WDC
+645.4%
+7,432.5%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WDC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +14.7% | +9.6% | +5.1% | +9.9% |
| 7D | +6.5% | -16.7% | +23.2% | +17.1% |
| 30D | -15.3% | -27.2% | +11.9% | -0.1% |
| 3M | +9.7% | -34.0% | +43.7% | +33.6% |
| 6M | +13.2% | -39.7% | +52.9% | +40.5% |
| YTD | +140.6% | +68.1% | +72.5% | +73.8% |
| 1Y | +111.2% | +66.3% | +44.9% | +52.3% |
| 3Y | +334.4% | +754.4% | -420.0% | +28.7% |
| 5Y | +268.3% | +595.8% | -327.4% | +18.4% |
| 10Y | +8,077.9% | +660.4% | +7,417.5% | +2,158.7% |
| All | +8,077.9% | +645.4% | +7,432.5% | +2,158.7% |
Cumulative growth
Daily Returns
Daily percentage return beside WDC.
Daily Out/Under-Performance
Portfolio return minus WDC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WDC 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 WDC 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