+199.0%
AMD vs HD
+5.3%
+193.7%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | -1.8% | +12.9% | +12.1% |
| 7D | -11.0% | +4.3% | -15.4% | -13.5% |
| 30D | -30.5% | +20.2% | -50.7% | -38.3% |
| 3M | -8.2% | -1.0% | -7.2% | -8.6% |
| 6M | +6.6% | +7.9% | -1.3% | -1.1% |
| YTD | +109.7% | +2.0% | +107.7% | +100.4% |
| 1Y | +88.9% | -4.3% | +93.2% | +87.8% |
| 3Y | +301.8% | +25.9% | +275.9% | +201.7% |
| All | +199.0% | +5.3% | +193.7% | +144.3% |
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