+9,703.6%
AMD vs HAL
+500.8%
+9,202.8%
-96.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -17.3% | -3.3% | -14.0% | -16.4% |
| 7D | -28.6% | -11.1% | -17.5% | -26.1% |
| 30D | -37.7% | -2.4% | -35.3% | -37.2% |
| 3M | -16.1% | +0.8% | -16.9% | -16.5% |
| 6M | +13.8% | -22.8% | +36.6% | +21.6% |
| YTD | +88.8% | +14.5% | +74.3% | +80.1% |
| 1Y | +57.8% | +20.2% | +37.6% | +48.1% |
| 3Y | +260.3% | -15.2% | +275.4% | +265.6% |
| 5Y | +196.6% | +42.5% | +154.1% | +149.6% |
| 10Y | +6,064.6% | -16.5% | +6,081.1% | +5,067.1% |
| All | +9,703.6% | +500.8% | +9,202.8% | +4,347.9% |
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