+8,077.9%
AMD vs HRB
+252.0%
+7,826.0%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +14.7% | -3.2% | +18.0% | +15.2% |
| 7D | +6.5% | -4.0% | +10.5% | +6.9% |
| 30D | -15.3% | +15.8% | -31.0% | -17.6% |
| 3M | +9.7% | +12.0% | -2.3% | +6.7% |
| 6M | +13.2% | +40.7% | -27.6% | +4.4% |
| YTD | +140.6% | +21.0% | +119.6% | +127.6% |
| 1Y | +111.2% | +11.7% | +99.5% | +103.2% |
| 3Y | +334.4% | +25.0% | +309.5% | +293.2% |
| 5Y | +268.3% | +141.0% | +127.3% | +178.0% |
| 10Y | +8,077.9% | +241.3% | +7,836.7% | +5,651.1% |
| All | +8,077.9% | +252.0% | +7,826.0% | +5,651.1% |
Cumulative growth
Daily Returns
Daily percentage return beside HRB.
Daily Out/Under-Performance
Portfolio return minus HRB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HRB 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 HRB 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