+295.8%
AMD vs WU
-43.2%
+339.0%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -1.2% | +7.0% | +6.1% |
| 7D | +44.7% | -5.3% | +50.0% | +46.1% |
| 30D | -3.3% | +9.0% | -12.4% | -5.9% |
| 3M | +21.2% | -3.6% | +24.8% | +21.2% |
| 6M | +30.6% | -19.4% | +50.0% | +35.4% |
| YTD | +173.3% | -21.7% | +195.0% | +182.3% |
| 1Y | +126.1% | -16.1% | +142.2% | +127.3% |
| 3Y | +393.5% | -24.1% | +417.7% | +398.7% |
| 5Y | +295.8% | -44.1% | +339.9% | +361.8% |
| All | +295.8% | -43.2% | +339.0% | +361.8% |
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