+8,017.8%
AMD vs HRB
+213.0%
+7,804.9%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -6.5% | +12.4% | +6.9% |
| 7D | +10.0% | -9.1% | +19.1% | +11.6% |
| 30D | +4.6% | +0.3% | +4.4% | +4.1% |
| 3M | +3.1% | +23.4% | -20.2% | -2.0% |
| 6M | +162.8% | +45.1% | +117.7% | +138.6% |
| YTD | +136.2% | +8.9% | +127.3% | +128.4% |
| 1Y | +234.0% | -7.9% | +241.9% | +233.9% |
| 3Y | +376.7% | +27.9% | +348.8% | +325.7% |
| 5Y | +376.3% | +108.3% | +268.0% | +271.0% |
| 10Y | +8,017.8% | +208.4% | +7,809.4% | +5,418.3% |
| All | +8,017.8% | +213.0% | +7,804.9% | +5,418.3% |
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