+1,824.9%
AMD vs WU
-19.6%
+1,844.5%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | -1.0% | +5.7% | +5.2% |
| 7D | +2.6% | -0.8% | +3.4% | +2.9% |
| 30D | -0.9% | -1.1% | +0.2% | -0.6% |
| 3M | -8.7% | -3.9% | -4.9% | -9.2% |
| 6M | +136.3% | -20.7% | +157.0% | +156.0% |
| YTD | +123.0% | -18.4% | +141.4% | +135.5% |
| 1Y | +195.2% | -8.1% | +203.2% | +190.0% |
| 3Y | +336.3% | -24.2% | +360.5% | +358.6% |
| 5Y | +334.5% | -50.4% | +384.9% | +451.3% |
| 10Y | +6,259.1% | -40.0% | +6,299.2% | +6,877.1% |
| All | +1,824.9% | -19.6% | +1,844.5% | +1,667.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling