+199.0%
AMD vs WY
-34.0%
+233.0%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | -3.0% | +14.0% | +12.3% |
| 7D | -11.0% | +3.1% | -14.1% | -12.7% |
| 30D | -30.5% | +13.0% | -43.5% | -35.1% |
| 3M | -8.2% | -16.8% | +8.6% | -0.7% |
| 6M | +6.6% | -11.2% | +17.7% | +9.8% |
| YTD | +109.7% | -9.1% | +118.8% | +110.4% |
| 1Y | +88.9% | -4.8% | +93.7% | +83.0% |
| 3Y | +301.8% | -25.3% | +327.1% | +329.7% |
| All | +199.0% | -34.0% | +233.0% | +253.7% |
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 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