+7,765.4%
AMD vs HAL
-13.9%
+7,779.3%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | +3.1% | -11.9% | -9.6% |
| 7D | +18.9% | +6.1% | +12.8% | +17.0% |
| 30D | -6.4% | +2.9% | -9.3% | -7.1% |
| 3M | +10.6% | +3.3% | +7.2% | +9.4% |
| 6M | +19.9% | -16.9% | +36.8% | +25.4% |
| YTD | +149.4% | +21.2% | +128.2% | +134.4% |
| 1Y | +115.4% | +27.5% | +87.8% | +99.6% |
| 3Y | +357.3% | -6.4% | +363.7% | +347.6% |
| 5Y | +261.1% | +58.0% | +203.1% | +197.9% |
| All | +7,765.4% | -13.9% | +7,779.3% | +7,571.2% |
Cumulative growth
Daily Returns
Daily percentage return beside HAL.
Daily Out/Under-Performance
Portfolio return minus HAL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HAL 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 HAL 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