+6,370.3%
AMD vs DHR
+246.3%
+6,124.0%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | +1.7% | +9.3% | +9.9% |
| 7D | -11.0% | -0.9% | -10.2% | -10.0% |
| 30D | -30.5% | +5.4% | -35.9% | -32.3% |
| 3M | -8.2% | +15.3% | -23.6% | -16.2% |
| 6M | +6.6% | +32.1% | -25.6% | -14.4% |
| YTD | +109.7% | +1.2% | +108.5% | +101.0% |
| 1Y | +88.9% | +10.1% | +78.8% | +69.4% |
| 3Y | +301.8% | +19.9% | +282.0% | +210.4% |
| 5Y | +229.4% | -8.8% | +238.1% | +217.6% |
| All | +6,370.3% | +246.3% | +6,124.0% | +2,083.3% |
Cumulative growth
Daily Returns
Daily percentage return beside DHR.
Daily Out/Under-Performance
Portfolio return minus DHR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DHR 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 DHR 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