+196.6%
AMD vs HDB
-26.0%
+222.6%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -17.3% | +1.5% | -18.8% | -17.9% |
| 7D | -28.6% | +13.3% | -41.9% | -32.4% |
| 30D | -37.7% | +10.2% | -47.9% | -40.5% |
| 3M | -16.1% | +3.6% | -19.7% | -17.9% |
| 6M | +13.8% | -0.5% | +14.4% | +12.7% |
| YTD | +88.8% | -32.4% | +121.2% | +120.6% |
| 1Y | +57.8% | -31.1% | +88.8% | +82.3% |
| 3Y | +260.3% | -12.6% | +272.9% | +253.5% |
| 5Y | +196.6% | -25.7% | +222.3% | +216.5% |
| All | +196.6% | -26.0% | +222.6% | +216.5% |
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