+7,765.4%
AMD vs DHI
+494.1%
+7,271.3%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DHI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | +0.8% | -9.5% | -9.1% |
| 7D | +18.9% | -4.1% | +23.0% | +20.8% |
| 30D | -6.4% | +9.3% | -15.7% | -11.2% |
| 3M | +10.6% | -2.6% | +13.1% | +9.8% |
| 6M | +19.9% | +4.1% | +15.8% | +14.9% |
| YTD | +149.4% | +2.3% | +147.1% | +137.6% |
| 1Y | +115.4% | +2.7% | +112.6% | +103.3% |
| 3Y | +357.3% | +23.2% | +334.1% | +263.8% |
| 5Y | +261.1% | +57.3% | +203.8% | +147.3% |
| All | +7,765.4% | +494.1% | +7,271.3% | +2,214.0% |
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