+295.7%
AMD vs WTW
+45.6%
+250.1%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WTW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | -2.3% | +13.3% | +10.1% |
| 7D | -11.0% | +1.4% | -12.4% | -10.5% |
| 30D | -30.5% | +13.1% | -43.6% | -27.0% |
| 3M | -8.2% | -3.0% | -5.3% | -8.1% |
| 6M | +6.6% | +31.2% | -24.6% | +18.0% |
| YTD | +109.7% | +1.1% | +108.6% | +127.9% |
| 1Y | +88.9% | +3.4% | +85.5% | +105.0% |
| All | +295.7% | +45.6% | +250.1% | +325.5% |
Cumulative growth
Daily Returns
Daily percentage return beside WTW.
Daily Out/Under-Performance
Portfolio return minus WTW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WTW 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 WTW 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