+6,351.7%
AMD vs CHD
+182.8%
+6,168.9%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | -1.8% | +12.8% | +11.2% |
| 7D | -11.0% | +2.0% | -13.0% | -11.3% |
| 30D | -30.5% | +13.0% | -43.5% | -31.7% |
| 3M | -8.2% | +6.1% | -14.3% | -9.1% |
| 6M | +6.6% | +15.9% | -9.3% | +3.5% |
| YTD | +109.7% | +31.6% | +78.1% | +97.8% |
| 1Y | +88.9% | +28.5% | +60.4% | +78.9% |
| 3Y | +301.8% | +30.5% | +271.4% | +266.9% |
| 5Y | +229.4% | +30.7% | +198.6% | +190.0% |
| All | +6,351.7% | +182.8% | +6,168.9% | +4,282.7% |
Cumulative growth
Daily Returns
Daily percentage return beside CHD.
Daily Out/Under-Performance
Portfolio return minus CHD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CHD 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 10y: compounded portfolio wealth divided by compounded CHD 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…
10y analysis · Full analysis span regression · 6 months rolling