+337.5%
AMD vs HD
+10.1%
+327.4%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +0.9% | +3.8% | +4.1% |
| 7D | +2.6% | -2.1% | +4.6% | +3.9% |
| 30D | -0.9% | -8.4% | +7.5% | +4.5% |
| 3M | -8.7% | +4.3% | -13.1% | -12.8% |
| 6M | +136.3% | -11.1% | +147.5% | +151.1% |
| YTD | +123.0% | -4.7% | +127.7% | +124.2% |
| 1Y | +195.2% | -19.8% | +215.0% | +233.3% |
| 3Y | +336.3% | +4.1% | +332.2% | +284.6% |
| All | +337.5% | +10.1% | +327.4% | +251.1% |
Cumulative growth
Daily Returns
Daily percentage return beside HD.
Daily Out/Under-Performance
Portfolio return minus HD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HD 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 HD 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