+1,315.7%
MU vs AMD
+334.3%
+981.4%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +4.7% | +1.4% | +3.4% |
| 7D | +9.0% | +2.6% | +6.4% | +7.5% |
| 30D | +13.8% | -0.9% | +14.7% | +14.4% |
| 3M | +2.1% | -8.7% | +10.8% | +10.0% |
| 6M | +153.8% | +136.3% | +17.5% | +63.9% |
| YTD | +256.4% | +123.0% | +133.4% | +134.6% |
| 1Y | +719.8% | +195.2% | +524.6% | +355.3% |
| 3Y | +1,360.4% | +336.3% | +1,024.0% | +522.4% |
| All | +1,315.7% | +334.3% | +981.4% | +469.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling