+376.7%
AMD vs WY
-23.0%
+399.7%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -1.4% | +7.3% | +6.2% |
| 7D | +10.0% | -2.1% | +12.1% | +10.4% |
| 30D | +4.6% | -10.5% | +15.1% | +6.7% |
| 3M | +3.1% | -4.9% | +8.0% | +3.5% |
| 6M | +162.8% | -4.9% | +167.7% | +163.1% |
| YTD | +136.2% | -1.7% | +137.8% | +133.4% |
| 1Y | +234.0% | -9.4% | +243.4% | +239.3% |
| 3Y | +376.7% | -22.3% | +399.0% | +396.7% |
| All | +376.7% | -23.0% | +399.7% | +396.7% |
Cumulative growth
Daily Returns
Daily percentage return beside WY.
Daily Out/Under-Performance
Portfolio return minus WY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WY 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 3y: compounded portfolio wealth divided by compounded WY 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…
3y analysis · Full analysis span regression · 6 months rolling