+83.3%
QQQ vs AMD
+351.3%
-268.0%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -8.8% | +7.6% | +0.9% |
| 7D | +3.6% | +18.9% | -15.3% | -1.1% |
| 30D | -6.7% | -6.4% | -0.3% | -6.2% |
| 3M | -7.0% | +10.6% | -17.6% | -10.6% |
| 6M | -4.7% | +19.9% | -24.5% | -11.1% |
| YTD | +11.1% | +149.4% | -138.3% | -15.3% |
| 1Y | +12.3% | +115.4% | -103.1% | -11.3% |
| 3Y | +83.3% | +357.3% | -274.0% | +9.0% |
| All | +83.3% | +351.3% | -268.0% | +9.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling