+1,709.9%
AMD vs WU
-20.2%
+1,730.1%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | -2.0% | +13.0% | +11.9% |
| 7D | -11.0% | +11.7% | -22.7% | -16.4% |
| 30D | -30.5% | +12.6% | -43.1% | -35.2% |
| 3M | -8.2% | -0.5% | -7.7% | -9.8% |
| 6M | +6.6% | -18.2% | +24.7% | +12.5% |
| YTD | +109.7% | -19.0% | +128.7% | +118.3% |
| 1Y | +88.9% | -16.7% | +105.6% | +93.2% |
| 3Y | +301.8% | -21.0% | +322.8% | +307.3% |
| 5Y | +229.4% | -41.7% | +271.0% | +278.0% |
| 10Y | +6,745.1% | -35.0% | +6,780.1% | +6,943.4% |
| All | +1,709.9% | -20.2% | +1,730.1% | +1,538.3% |
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