+84.0%
AMD vs HRB
+11.7%
+72.3%
-37.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | -4.2% | +15.3% | +9.6% |
| 7D | -11.0% | +2.7% | -13.7% | -10.1% |
| 30D | -30.5% | +22.1% | -52.6% | -25.5% |
| 3M | -8.2% | +15.7% | -23.9% | -2.5% |
| 6M | +6.6% | +83.3% | -76.8% | +26.1% |
| YTD | +109.7% | +25.0% | +84.7% | +124.7% |
| All | +84.0% | +11.7% | +72.3% | +87.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling