+8,077.9%
AMD vs WMT
+524.7%
+7,553.2%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +14.7% | 0.0% | +14.7% | +14.7% |
| 7D | +6.5% | +0.6% | +5.9% | +6.3% |
| 30D | -15.3% | +12.8% | -28.0% | -19.2% |
| 3M | +9.7% | +11.7% | -2.0% | +4.4% |
| 6M | +13.2% | -3.5% | +16.7% | +13.1% |
| YTD | +140.6% | +13.4% | +127.2% | +123.0% |
| 1Y | +111.2% | +23.6% | +87.6% | +87.2% |
| 3Y | +334.4% | +133.9% | +200.6% | +176.9% |
| 5Y | +268.3% | +170.1% | +98.2% | +114.2% |
| 10Y | +8,077.9% | +523.5% | +7,554.4% | +3,997.1% |
| All | +8,077.9% | +524.7% | +7,553.2% | +3,997.1% |
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