+1,530.0%
AMD vs WU
-18.6%
+1,548.6%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -17.3% | +6.5% | -23.8% | -20.2% |
| 7D | -28.6% | +13.0% | -41.6% | -33.1% |
| 30D | -37.7% | +14.3% | -52.1% | -42.3% |
| 3M | -16.1% | +0.1% | -16.2% | -17.7% |
| 6M | +13.8% | -17.7% | +31.5% | +19.9% |
| YTD | +88.8% | -17.3% | +106.2% | +95.0% |
| 1Y | +57.8% | -11.1% | +68.8% | +56.0% |
| 3Y | +260.3% | -19.8% | +280.1% | +263.2% |
| 5Y | +196.6% | -40.5% | +237.1% | +237.7% |
| 10Y | +6,064.6% | -33.7% | +6,098.3% | +6,191.6% |
| All | +1,530.0% | -18.6% | +1,548.6% | +1,363.4% |
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