+10,785.8%
AMD vs DHR
+63,020.6%
-52,234.8%
-96.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | +1.7% | +9.3% | +10.1% |
| 7D | -11.0% | -0.9% | -10.2% | -10.2% |
| 30D | -30.5% | +5.4% | -35.9% | -32.0% |
| 3M | -8.2% | +15.3% | -23.6% | -15.2% |
| 6M | +6.6% | +32.1% | -25.6% | -11.1% |
| YTD | +109.7% | +1.2% | +108.5% | +100.9% |
| 1Y | +88.9% | +10.1% | +78.8% | +72.1% |
| 3Y | +301.8% | +19.9% | +282.0% | +236.8% |
| 5Y | +229.4% | -8.8% | +238.1% | +223.6% |
| 10Y | +6,745.1% | +255.3% | +6,489.8% | +3,182.5% |
| All | +10,785.8% | +63,020.6% | -52,234.8% | +501.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling