+7,228.2%
AMD vs CHD
+181.4%
+7,046.8%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.3% | +1.8% | +11.4% | +13.0% |
| 7D | +8.9% | +0.8% | +8.2% | +8.8% |
| 30D | -16.4% | +13.5% | -29.8% | -17.9% |
| 3M | +5.2% | +8.1% | -2.9% | +4.0% |
| 6M | +11.7% | +19.9% | -8.1% | +8.0% |
| YTD | +137.5% | +34.0% | +103.5% | +123.7% |
| 1Y | +117.8% | +29.8% | +88.0% | +106.2% |
| 3Y | +348.1% | +28.7% | +319.4% | +312.5% |
| 5Y | +241.5% | +31.8% | +209.7% | +201.3% |
| 10Y | +7,228.2% | +178.2% | +7,050.1% | +5,038.1% |
| All | +7,228.2% | +181.4% | +7,046.8% | +5,038.1% |
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