+7,765.4%
AMD vs CHD
+196.1%
+7,569.3%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | +1.4% | -10.2% | -8.9% |
| 7D | +18.9% | +3.6% | +15.3% | +18.5% |
| 30D | -6.4% | +10.4% | -16.8% | -7.6% |
| 3M | +10.6% | +12.2% | -1.6% | +8.9% |
| 6M | +19.9% | +19.9% | 0.0% | +16.3% |
| YTD | +149.4% | +36.4% | +113.0% | +135.2% |
| 1Y | +115.4% | +35.1% | +80.3% | +103.3% |
| 3Y | +357.3% | +29.2% | +328.1% | +323.8% |
| 5Y | +261.1% | +33.4% | +227.7% | +220.5% |
| All | +7,765.4% | +196.1% | +7,569.3% | +5,901.0% |
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