+401.2%
AMD vs DHR
+20.5%
+380.6%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -1.3% | +7.2% | +6.2% |
| 7D | +44.7% | +2.6% | +42.2% | +43.9% |
| 30D | -3.3% | +4.2% | -7.5% | -3.8% |
| 3M | +21.2% | +13.0% | +8.2% | +18.7% |
| 6M | +30.6% | +40.2% | -9.6% | +18.3% |
| YTD | +173.3% | +2.0% | +171.3% | +177.0% |
| 1Y | +126.1% | +6.6% | +119.5% | +124.6% |
| All | +401.2% | +20.5% | +380.6% | +380.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling