+331.1%
AMD vs WMT
+104.9%
+226.2%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | -1.2% | +5.9% | +4.8% |
| 7D | +2.6% | +3.9% | -1.4% | +2.2% |
| 30D | -0.9% | -4.4% | +3.5% | -0.6% |
| 3M | -8.7% | -8.8% | +0.1% | -7.9% |
| 6M | +136.3% | -15.6% | +152.0% | +141.1% |
| YTD | +123.0% | -3.2% | +126.2% | +119.9% |
| 1Y | +195.2% | +7.0% | +188.1% | +182.6% |
| All | +331.1% | +104.9% | +226.2% | +276.1% |
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 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