+10,785.8%
AMD vs WMT
+11,141.7%
-355.9%
-96.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | -1.7% | +12.8% | +11.7% |
| 7D | -11.0% | +1.6% | -12.7% | -11.8% |
| 30D | -30.5% | +16.1% | -46.5% | -34.9% |
| 3M | -8.2% | +12.3% | -20.5% | -13.4% |
| 6M | +6.6% | -3.1% | +9.7% | +5.5% |
| YTD | +109.7% | +13.4% | +96.3% | +94.0% |
| 1Y | +88.9% | +24.5% | +64.4% | +67.3% |
| 3Y | +301.8% | +135.7% | +166.1% | +168.6% |
| 5Y | +229.4% | +166.8% | +62.5% | +106.7% |
| 10Y | +6,745.1% | +543.4% | +6,201.7% | +2,880.4% |
| All | +10,785.8% | +11,141.7% | -355.9% | +1,154.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling