+8,077.9%
AMD vs HAL
-18.9%
+8,096.9%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +14.7% | +0.1% | +14.7% | +14.7% |
| 7D | +6.5% | -6.5% | +13.0% | +8.5% |
| 30D | -15.3% | -2.1% | -13.2% | -14.7% |
| 3M | +9.7% | -4.9% | +14.6% | +11.1% |
| 6M | +13.2% | -19.3% | +32.5% | +19.3% |
| YTD | +140.6% | +14.3% | +126.3% | +129.9% |
| 1Y | +111.2% | +17.3% | +93.9% | +100.0% |
| 3Y | +334.4% | -10.9% | +345.4% | +331.2% |
| 5Y | +268.3% | +47.4% | +220.9% | +209.8% |
| 10Y | +8,077.9% | -20.8% | +8,098.7% | +7,966.7% |
| All | +8,077.9% | -18.9% | +8,096.9% | +7,966.7% |
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