+199.0%
AMD vs HDB
-24.7%
+223.8%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | +1.8% | +9.3% | +10.3% |
| 7D | -11.0% | +13.3% | -24.4% | -15.7% |
| 30D | -30.5% | +13.6% | -44.0% | -34.4% |
| 3M | -8.2% | +5.8% | -14.0% | -10.9% |
| 6M | +6.6% | -1.9% | +8.5% | +6.2% |
| YTD | +109.7% | -31.2% | +140.9% | +143.0% |
| 1Y | +88.9% | -29.6% | +118.5% | +116.1% |
| 3Y | +301.8% | -10.1% | +311.9% | +289.2% |
| All | +199.0% | -24.7% | +223.8% | +214.5% |
Cumulative growth
Daily Returns
Daily percentage return beside HDB.
Daily Out/Under-Performance
Portfolio return minus HDB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HDB 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 HDB 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