+376.3%
AMD vs WTW
+54.0%
+322.3%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WTW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -2.8% | +8.7% | +6.4% |
| 7D | +10.0% | -2.7% | +12.8% | +10.5% |
| 30D | +4.6% | -5.6% | +10.3% | +5.6% |
| 3M | +3.1% | +26.5% | -23.4% | -2.5% |
| 6M | +162.8% | +8.1% | +154.7% | +158.9% |
| YTD | +136.2% | -0.3% | +136.5% | +138.0% |
| 1Y | +234.0% | -0.9% | +234.9% | +235.5% |
| 3Y | +376.7% | +66.6% | +310.1% | +216.1% |
| 5Y | +376.3% | +54.0% | +322.4% | +216.9% |
| All | +376.3% | +54.0% | +322.3% | +216.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling