+11,477.5%
AMD vs WSM
+34,755.7%
-23,278.2%
-96.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +2.1% | +2.6% | +4.1% |
| 7D | +2.6% | -3.3% | +5.8% | +3.5% |
| 30D | -0.9% | -8.4% | +7.5% | +1.4% |
| 3M | -8.7% | +9.7% | -18.4% | -11.3% |
| 6M | +136.3% | +16.7% | +119.7% | +125.6% |
| YTD | +123.0% | +28.7% | +94.3% | +107.1% |
| 1Y | +195.2% | +13.7% | +181.5% | +182.7% |
| 3Y | +336.3% | +230.1% | +106.2% | +200.5% |
| 5Y | +334.5% | +179.0% | +155.5% | +209.4% |
| 10Y | +6,259.1% | +1,002.5% | +5,256.6% | +2,817.5% |
| All | +11,477.5% | +34,755.7% | -23,278.2% | +2,077.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WSM.
Daily Out/Under-Performance
Portfolio return minus WSM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WSM 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 WSM 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