+331.1%
AMD vs WDC
+1,268.5%
-937.4%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WDC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +5.9% | -1.2% | +1.8% |
| 7D | +2.6% | +1.7% | +0.8% | +1.7% |
| 30D | -0.9% | -10.0% | +9.0% | +3.1% |
| 3M | -8.7% | -18.8% | +10.0% | -1.9% |
| 6M | +136.3% | +79.0% | +57.3% | +72.9% |
| YTD | +123.0% | +171.6% | -48.6% | +28.4% |
| 1Y | +195.2% | +417.4% | -222.2% | +12.1% |
| All | +331.1% | +1,268.5% | -937.4% | -16.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling