+8,017.8%
AMD vs HL
+239.3%
+7,778.5%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -1.1% | +7.0% | +6.1% |
| 7D | +10.0% | +7.1% | +3.0% | +8.3% |
| 30D | +4.6% | +21.4% | -16.8% | -0.1% |
| 3M | +3.1% | +37.4% | -34.3% | -4.0% |
| 6M | +162.8% | +0.4% | +162.4% | +160.0% |
| YTD | +136.2% | +6.7% | +129.5% | +128.4% |
| 1Y | +234.0% | +102.4% | +131.7% | +183.4% |
| 3Y | +376.7% | +417.4% | -40.7% | +225.8% |
| 5Y | +376.3% | +243.3% | +133.0% | +237.0% |
| 10Y | +8,017.8% | +242.6% | +7,775.3% | +5,104.8% |
| All | +8,017.8% | +239.3% | +7,778.5% | +5,104.8% |
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