+9.0%
MSFT vs AMD
+95.2%
-86.3%
-31.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.7% | +1.0% | +5.7% | +6.6% |
| 7D | +4.7% | -15.5% | +20.2% | +5.9% |
| 30D | +5.8% | -22.6% | +28.5% | +7.6% |
| 3M | +13.0% | -5.7% | +18.7% | +13.4% |
| 6M | +34.9% | +43.1% | -8.2% | +29.1% |
| YTD | +15.7% | +128.2% | -112.6% | +4.3% |
| 1Y | +9.0% | +95.5% | -86.5% | +0.6% |
| All | +9.0% | +95.2% | -86.3% | +0.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AMD.
Daily Out/Under-Performance
Portfolio return minus AMD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMD 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 AMD 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