+88.9%
AMD vs HIG
+6.2%
+82.7%
-37.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | -2.3% | +13.3% | +8.0% |
| 7D | -11.0% | +1.1% | -12.1% | -9.5% |
| 30D | -30.5% | +5.6% | -36.0% | -24.7% |
| 3M | -8.2% | -6.9% | -1.4% | -14.8% |
| 6M | +6.6% | +1.3% | +5.3% | +13.3% |
| YTD | +109.7% | -1.5% | +111.1% | +121.7% |
| 1Y | +88.9% | +6.6% | +82.3% | +105.4% |
| All | +88.9% | +6.2% | +82.7% | +105.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling