+11,477.5%
AMD vs HAL
+597.8%
+10,879.7%
-96.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | -0.6% | +5.3% | +4.9% |
| 7D | +2.6% | +2.9% | -0.4% | +1.7% |
| 30D | -0.9% | +17.0% | -18.0% | -5.4% |
| 3M | -8.7% | -9.7% | +0.9% | -6.4% |
| 6M | +136.3% | +8.6% | +127.7% | +129.4% |
| YTD | +123.0% | +33.0% | +90.0% | +104.0% |
| 1Y | +195.2% | +68.3% | +126.9% | +151.1% |
| 3Y | +336.3% | +0.1% | +336.2% | +321.6% |
| 5Y | +334.5% | +102.6% | +231.8% | +230.1% |
| 10Y | +6,259.1% | +3.8% | +6,255.3% | +4,909.0% |
| All | +11,477.5% | +597.8% | +10,879.7% | +4,938.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling