+199.0%
AMD vs HAL
+41.5%
+157.5%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | -0.3% | +11.3% | +11.1% |
| 7D | -11.0% | -12.0% | +0.9% | -7.5% |
| 30D | -30.5% | +0.3% | -30.8% | -30.4% |
| 3M | -8.2% | -1.6% | -6.6% | -8.0% |
| 6M | +6.6% | -20.5% | +27.0% | +13.5% |
| YTD | +109.7% | +14.2% | +95.5% | +98.9% |
| 1Y | +88.9% | +18.9% | +70.0% | +76.7% |
| 3Y | +301.8% | -13.7% | +315.6% | +290.3% |
| All | +199.0% | +41.5% | +157.5% | +141.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling