+8,077.9%
AMD vs DHR
+246.3%
+7,831.7%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +14.7% | +2.5% | +12.2% | +13.1% |
| 7D | +6.5% | +2.6% | +3.9% | +5.4% |
| 30D | -15.3% | +7.4% | -22.7% | -18.3% |
| 3M | +9.7% | +13.0% | -3.2% | +1.8% |
| 6M | +13.2% | +38.5% | -25.3% | -11.6% |
| YTD | +140.6% | +3.8% | +136.8% | +127.3% |
| 1Y | +111.2% | +12.6% | +98.5% | +87.0% |
| 3Y | +334.4% | +22.0% | +312.5% | +232.9% |
| 5Y | +268.3% | -9.5% | +277.9% | +260.4% |
| 10Y | +8,077.9% | +249.4% | +7,828.6% | +2,626.7% |
| All | +8,077.9% | +246.3% | +7,831.7% | +2,626.7% |
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