+8,520.0%
AMD vs WMT
+528.7%
+7,991.3%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | +0.4% | +5.4% | +5.7% |
| 7D | +44.7% | -1.2% | +45.9% | +45.2% |
| 30D | -3.3% | +12.4% | -15.7% | -7.7% |
| 3M | +21.2% | +9.0% | +12.2% | +16.4% |
| 6M | +30.6% | -3.0% | +33.5% | +30.3% |
| YTD | +173.3% | +14.0% | +159.3% | +152.9% |
| 1Y | +126.1% | +23.0% | +103.1% | +101.0% |
| 3Y | +393.5% | +135.1% | +258.5% | +213.7% |
| 5Y | +295.8% | +172.7% | +123.0% | +129.0% |
| All | +8,520.0% | +528.7% | +7,991.3% | +4,245.9% |
Cumulative growth
Daily Returns
Daily percentage return beside WMT.
Daily Out/Under-Performance
Portfolio return minus WMT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WMT 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 WMT 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