+8,378.1%
AMD vs DHI
+405.9%
+7,972.3%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DHI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -2.4% | -0.9% | -2.3% |
| 7D | +10.4% | -6.1% | +16.5% | +13.3% |
| 30D | +6.2% | -10.1% | +16.3% | +10.7% |
| 3M | +11.3% | -7.3% | +18.6% | +13.8% |
| 6M | +147.8% | -6.1% | +153.9% | +151.2% |
| YTD | +135.2% | -5.0% | +140.2% | +134.6% |
| 1Y | +215.7% | -22.1% | +237.8% | +238.6% |
| 3Y | +374.7% | +19.2% | +355.5% | +286.6% |
| 5Y | +378.7% | +59.4% | +319.3% | +230.2% |
| All | +8,378.1% | +405.9% | +7,972.3% | +2,734.6% |
Cumulative growth
Daily Returns
Daily percentage return beside DHI.
Daily Out/Under-Performance
Portfolio return minus DHI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DHI 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 DHI 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