+7,228.2%
AMD vs XYZ
+657.6%
+6,570.7%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XYZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.3% | +3.6% | +9.7% | +11.7% |
| 7D | +8.9% | +14.9% | -6.0% | +2.6% |
| 30D | -16.4% | +14.7% | -31.0% | -21.3% |
| 3M | +5.2% | +12.1% | -6.9% | -0.5% |
| 6M | +11.7% | +18.3% | -6.6% | +2.4% |
| YTD | +137.5% | +36.1% | +101.4% | +100.8% |
| 1Y | +117.8% | +35.3% | +82.5% | +83.7% |
| 3Y | +348.1% | +73.5% | +274.7% | +213.8% |
| 5Y | +241.5% | -61.6% | +303.1% | +310.8% |
| 10Y | +7,228.2% | +638.0% | +6,590.2% | +2,532.7% |
| All | +7,228.2% | +657.6% | +6,570.7% | +2,532.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling