+234.0%
AMD vs XYZ
+6.7%
+227.3%
-27.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XYZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -3.2% | +9.1% | +6.9% |
| 7D | +10.0% | +2.9% | +7.2% | +8.8% |
| 30D | +4.6% | +1.4% | +3.2% | +3.9% |
| 3M | +3.1% | +14.6% | -11.4% | -2.7% |
| 6M | +162.8% | +20.8% | +142.1% | +143.3% |
| YTD | +136.2% | +23.1% | +113.1% | +119.7% |
| 1Y | +234.0% | +5.6% | +228.4% | +263.7% |
| All | +234.0% | +6.7% | +227.3% | +263.7% |
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 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