+278.7%
AMD vs HAL
+52.6%
+226.1%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +3.4% | +4.0% | +6.3% |
| 7D | +13.1% | -0.2% | +13.3% | +13.4% |
| 30D | -7.0% | +1.0% | -8.0% | -7.0% |
| 3M | +16.6% | -2.1% | +18.7% | +17.2% |
| 6M | +20.5% | -17.5% | +38.0% | +26.9% |
| YTD | +158.2% | +18.1% | +140.0% | +142.8% |
| 1Y | +132.8% | +19.7% | +113.0% | +117.6% |
| 3Y | +366.2% | -7.9% | +374.1% | +345.1% |
| 5Y | +278.7% | +53.1% | +225.6% | +200.3% |
| All | +278.7% | +52.6% | +226.1% | +200.3% |
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