+278.7%
AMD vs WU
-44.4%
+323.1%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | -3.0% | +10.3% | +7.9% |
| 7D | +13.1% | +2.1% | +11.0% | +12.1% |
| 30D | -7.0% | +10.1% | -17.1% | -9.6% |
| 3M | +16.6% | -1.1% | +17.7% | +15.9% |
| 6M | +20.5% | -19.8% | +40.3% | +25.3% |
| YTD | +158.2% | -20.8% | +178.9% | +166.1% |
| 1Y | +132.8% | -15.1% | +147.9% | +133.5% |
| 3Y | +366.2% | -23.2% | +389.4% | +370.1% |
| 5Y | +278.7% | -42.6% | +321.3% | +344.9% |
| All | +278.7% | -44.4% | +323.1% | +344.9% |
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