+337.5%
AMD vs WU
-50.7%
+388.2%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | -1.0% | +5.7% | +4.9% |
| 7D | +2.6% | -0.8% | +3.4% | +2.8% |
| 30D | -0.9% | -1.1% | +0.2% | -0.7% |
| 3M | -8.7% | -3.9% | -4.9% | -9.2% |
| 6M | +136.3% | -20.7% | +157.0% | +147.1% |
| YTD | +123.0% | -18.4% | +141.4% | +129.5% |
| 1Y | +195.2% | -8.1% | +203.2% | +188.9% |
| 3Y | +336.3% | -24.2% | +360.5% | +346.7% |
| All | +337.5% | -50.7% | +388.2% | +408.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling