+8,017.8%
AMD vs WMT
+423.0%
+7,594.8%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -1.0% | +6.9% | +6.3% |
| 7D | +10.0% | +0.1% | +9.9% | +9.9% |
| 30D | +4.6% | -5.0% | +9.6% | +6.2% |
| 3M | +3.1% | -11.3% | +14.4% | +6.9% |
| 6M | +162.8% | -13.8% | +176.6% | +173.9% |
| YTD | +136.2% | -4.2% | +140.4% | +134.1% |
| 1Y | +234.0% | +4.6% | +229.5% | +215.7% |
| 3Y | +376.7% | +100.5% | +276.2% | +221.3% |
| 5Y | +376.3% | +129.7% | +246.7% | +193.9% |
| 10Y | +8,017.8% | +423.4% | +7,594.4% | +3,838.1% |
| All | +8,017.8% | +423.0% | +7,594.8% | +3,838.1% |
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