+357.3%
AMD vs WU
-23.0%
+380.3%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | +1.4% | -10.1% | -8.8% |
| 7D | +18.9% | -2.0% | +21.0% | +19.0% |
| 30D | -6.4% | +11.4% | -17.8% | -7.8% |
| 3M | +10.6% | -6.8% | +17.4% | +11.6% |
| 6M | +19.9% | -14.6% | +34.5% | +21.2% |
| YTD | +149.4% | -20.6% | +170.0% | +153.0% |
| 1Y | +115.4% | -15.4% | +130.7% | +113.9% |
| 3Y | +357.3% | -23.6% | +380.9% | +371.6% |
| All | +357.3% | -23.0% | +380.3% | +371.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling