+337.5%
AMD vs HRB
+126.2%
+211.3%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | -4.0% | +8.7% | +4.9% |
| 7D | +2.6% | -5.7% | +8.2% | +2.9% |
| 30D | -0.9% | +7.9% | -8.8% | -1.5% |
| 3M | -8.7% | +32.1% | -40.8% | -11.3% |
| 6M | +136.3% | +62.2% | +74.1% | +121.4% |
| YTD | +123.0% | +16.4% | +106.6% | +123.3% |
| 1Y | +195.2% | -0.3% | +195.4% | +204.1% |
| 3Y | +336.3% | +36.0% | +300.3% | +288.3% |
| All | +337.5% | +126.2% | +211.3% | +220.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling