+8,164.6%
AMD vs HIG
+268.2%
+7,896.4%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | -0.4% | +7.8% | +7.4% |
| 7D | +13.1% | -0.7% | +13.8% | +13.3% |
| 30D | -7.0% | +5.4% | -12.3% | -8.5% |
| 3M | +16.6% | -0.9% | +17.5% | +16.2% |
| 6M | +20.5% | +4.8% | +15.7% | +17.3% |
| YTD | +158.2% | +0.9% | +157.3% | +152.4% |
| 1Y | +132.8% | +6.5% | +126.3% | +123.2% |
| 3Y | +366.2% | +95.7% | +270.5% | +259.9% |
| 5Y | +278.7% | +107.1% | +171.6% | +185.7% |
| 10Y | +8,164.6% | +262.6% | +7,901.9% | +5,555.5% |
| All | +8,164.6% | +268.2% | +7,896.4% | +5,555.5% |
Cumulative growth
Daily Returns
Daily percentage return beside HIG.
Daily Out/Under-Performance
Portfolio return minus HIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HIG 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 10y: compounded portfolio wealth divided by compounded HIG 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…
10y analysis · Full analysis span regression · 6 months rolling