+8,077.9%
AMD vs HL
+110.9%
+7,967.1%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +14.7% | -3.1% | +17.8% | +15.4% |
| 7D | +6.5% | +8.2% | -1.7% | +4.6% |
| 30D | -15.3% | -16.3% | +1.0% | -12.1% |
| 3M | +9.7% | -18.6% | +28.3% | +13.8% |
| 6M | +13.2% | -23.2% | +36.4% | +18.4% |
| YTD | +140.6% | -25.5% | +166.1% | +150.4% |
| 1Y | +111.2% | -4.8% | +115.9% | +109.2% |
| 3Y | +334.4% | +281.4% | +53.0% | +220.1% |
| 5Y | +268.3% | +137.8% | +130.5% | +182.8% |
| 10Y | +8,077.9% | +135.5% | +7,942.5% | +5,207.4% |
| All | +8,077.9% | +110.9% | +7,967.1% | +5,207.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling