+215.7%
AMD vs DHI
-23.3%
+238.9%
-27.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DHI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -2.4% | -0.9% | -3.4% |
| 7D | +10.4% | -6.1% | +16.5% | +10.4% |
| 30D | +6.2% | -10.1% | +16.3% | +6.2% |
| 3M | +11.3% | -7.3% | +18.6% | +11.5% |
| 6M | +147.8% | -6.1% | +153.9% | +144.8% |
| YTD | +135.2% | -5.0% | +140.2% | +135.3% |
| 1Y | +215.7% | -22.1% | +237.8% | +172.1% |
| All | +215.7% | -23.3% | +238.9% | +172.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling