+234.0%
AMD vs HIG
+5.4%
+228.7%
-27.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -2.0% | +7.9% | +3.6% |
| 7D | +10.0% | -1.1% | +11.1% | +8.8% |
| 30D | +4.6% | -4.9% | +9.5% | -1.1% |
| 3M | +3.1% | +6.8% | -3.6% | +12.6% |
| 6M | +162.8% | -1.7% | +164.5% | +168.9% |
| YTD | +136.2% | -0.2% | +136.4% | +148.6% |
| 1Y | +234.0% | +5.7% | +228.3% | +273.2% |
| All | +234.0% | +5.4% | +228.7% | +273.2% |
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