+301.8%
AMD vs XYZ
+73.8%
+228.1%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XYZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | +1.7% | +9.3% | +10.4% |
| 7D | -11.0% | +12.1% | -23.2% | -14.7% |
| 30D | -30.5% | +12.4% | -42.8% | -33.4% |
| 3M | -8.2% | +8.2% | -16.4% | -11.3% |
| 6M | +6.6% | +20.7% | -14.1% | -1.7% |
| YTD | +109.7% | +31.3% | +78.3% | +84.9% |
| 1Y | +88.9% | +20.5% | +68.4% | +71.7% |
| 3Y | +301.8% | +72.6% | +229.2% | +230.4% |
| All | +301.8% | +73.8% | +228.1% | +230.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling