+264.6%
AMD vs WY
-31.4%
+295.9%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | +1.7% | -10.5% | -9.5% |
| 7D | +18.9% | -0.8% | +19.7% | +19.2% |
| 30D | -6.4% | +10.1% | -16.5% | -11.6% |
| 3M | +10.6% | -15.4% | +26.0% | +18.4% |
| 6M | +19.9% | -8.3% | +28.2% | +21.1% |
| YTD | +149.4% | -9.8% | +159.2% | +150.9% |
| 1Y | +115.4% | -3.9% | +119.3% | +107.2% |
| 3Y | +357.3% | -23.3% | +380.6% | +375.0% |
| All | +264.6% | -31.4% | +295.9% | +341.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling