+357.3%
AMD vs WMT
+138.3%
+218.9%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | +1.5% | -10.3% | -8.7% |
| 7D | +18.9% | +2.0% | +16.9% | +19.0% |
| 30D | -6.4% | +10.3% | -16.7% | -6.4% |
| 3M | +10.6% | +11.0% | -0.4% | +10.8% |
| 6M | +19.9% | -2.3% | +22.2% | +22.9% |
| YTD | +149.4% | +15.7% | +133.7% | +145.2% |
| 1Y | +115.4% | +26.0% | +89.4% | +107.1% |
| 3Y | +357.3% | +136.5% | +220.8% | +327.6% |
| All | +357.3% | +138.3% | +218.9% | +327.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling