+373.4%
AMD vs WDC
+832.3%
-458.9%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WDC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +8.3% | -1.0% | +3.0% |
| 7D | +13.1% | -3.2% | +16.4% | +15.7% |
| 30D | -7.0% | -19.0% | +12.1% | +4.1% |
| 3M | +16.6% | -28.4% | +45.0% | +36.2% |
| 6M | +20.5% | -39.2% | +59.7% | +48.8% |
| YTD | +158.2% | +82.1% | +76.1% | +79.6% |
| 1Y | +132.8% | +84.7% | +48.1% | +59.4% |
| All | +373.4% | +832.3% | -458.9% | -5.8% |
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