+95.5%
AMD vs XYZ
+19.9%
+75.6%
-28.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XYZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +15.3% | -14.3% | -2.5% |
| 7D | -15.5% | +16.5% | -32.0% | -18.7% |
| 30D | -22.6% | +15.0% | -37.6% | -25.4% |
| 3M | -5.7% | +3.5% | -9.3% | -6.8% |
| 6M | +43.1% | +21.9% | +21.2% | +33.7% |
| YTD | +128.2% | +34.6% | +93.6% | +107.9% |
| 1Y | +95.5% | +20.7% | +74.7% | +83.5% |
| All | +95.5% | +19.9% | +75.6% | +83.5% |
Cumulative growth
Daily Returns
Daily percentage return beside XYZ.
Daily Out/Under-Performance
Portfolio return minus XYZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XYZ 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 1y: compounded portfolio wealth divided by compounded XYZ 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…
1y analysis · Full analysis span regression · 6 months rolling