+132.8%
AMD vs WU
-15.1%
+147.9%
-37.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | -3.0% | +10.3% | +6.6% |
| 7D | +13.1% | +2.1% | +11.0% | +13.9% |
| 30D | -7.0% | +10.1% | -17.1% | -5.4% |
| 3M | +16.6% | -1.1% | +17.7% | +17.5% |
| 6M | +20.5% | -19.8% | +40.3% | +14.5% |
| YTD | +158.2% | -20.8% | +178.9% | +144.1% |
| 1Y | +132.8% | -15.1% | +147.9% | +113.5% |
| All | +132.8% | -15.1% | +147.9% | +113.5% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 1y: compounded portfolio wealth divided by compounded WU 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…
1y analysis · Full analysis span regression · 6 months rolling