+8,520.0%
AMD vs CHD
+191.9%
+8,328.1%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -0.3% | +6.1% | +5.9% |
| 7D | +44.7% | +0.4% | +44.4% | +44.7% |
| 30D | -3.3% | +11.6% | -14.9% | -4.7% |
| 3M | +21.2% | +10.7% | +10.5% | +19.5% |
| 6M | +30.6% | +20.2% | +10.3% | +26.5% |
| YTD | +173.3% | +34.5% | +138.8% | +158.2% |
| 1Y | +126.1% | +32.6% | +93.5% | +114.0% |
| 3Y | +393.5% | +29.1% | +364.5% | +356.2% |
| 5Y | +295.8% | +31.5% | +264.2% | +251.9% |
| All | +8,520.0% | +191.9% | +8,328.1% | +6,487.5% |
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