+8,017.8%
AMD vs DHR
+207.8%
+7,810.0%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -1.2% | +7.1% | +6.6% |
| 7D | +10.0% | -0.8% | +10.9% | +10.5% |
| 30D | +4.6% | +0.2% | +4.4% | +3.9% |
| 3M | +3.1% | +12.1% | -8.9% | -7.9% |
| 6M | +162.8% | +5.4% | +157.4% | +141.6% |
| YTD | +136.2% | -10.0% | +146.1% | +142.5% |
| 1Y | +234.0% | +4.1% | +229.9% | +200.4% |
| 3Y | +376.7% | -5.2% | +381.9% | +334.3% |
| 5Y | +376.3% | -28.2% | +404.6% | +446.4% |
| 10Y | +8,017.8% | +208.4% | +7,809.4% | +2,496.8% |
| All | +8,017.8% | +207.8% | +7,810.0% | +2,496.8% |
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