+95.5%
AMD vs HL
+22.6%
+72.9%
-28.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +13.2% | -12.2% | -3.5% |
| 7D | -15.5% | +0.2% | -15.7% | -15.6% |
| 30D | -22.6% | -12.1% | -10.5% | -19.4% |
| 3M | -5.7% | -2.8% | -2.9% | -7.2% |
| 6M | +43.1% | -14.9% | +58.0% | +46.4% |
| YTD | +128.2% | -22.0% | +150.3% | +139.1% |
| 1Y | +95.5% | +25.0% | +70.5% | +71.3% |
| All | +95.5% | +22.6% | +72.9% | +71.3% |
Cumulative growth
Daily Returns
Daily percentage return beside HL.
Daily Out/Under-Performance
Portfolio return minus HL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HL 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 HL 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