+295.8%
AMD vs HRB
+143.9%
+151.9%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -0.5% | +6.4% | +5.9% |
| 7D | +44.7% | -7.8% | +52.5% | +44.9% |
| 30D | -3.3% | +15.7% | -19.1% | -4.1% |
| 3M | +21.2% | -5.5% | +26.7% | +21.6% |
| 6M | +30.6% | +41.1% | -10.6% | +25.6% |
| YTD | +173.3% | +20.4% | +152.9% | +172.8% |
| 1Y | +126.1% | +15.2% | +110.8% | +127.8% |
| 3Y | +393.5% | +24.3% | +369.2% | +355.0% |
| 5Y | +295.8% | +144.7% | +151.1% | +171.0% |
| All | +295.8% | +143.9% | +151.9% | +171.0% |
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