+11,477.5%
AMD vs HRB
+3,357.9%
+8,119.6%
-96.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | -4.0% | +8.7% | +5.9% |
| 7D | +2.6% | -5.7% | +8.2% | +4.2% |
| 30D | -0.9% | +7.9% | -8.8% | -3.7% |
| 3M | -8.7% | +32.1% | -40.8% | -17.9% |
| 6M | +136.3% | +62.2% | +74.1% | +95.1% |
| YTD | +123.0% | +16.4% | +106.6% | +103.5% |
| 1Y | +195.2% | -0.3% | +195.4% | +180.3% |
| 3Y | +336.3% | +36.0% | +300.3% | +263.5% |
| 5Y | +334.5% | +125.2% | +209.3% | +200.1% |
| 10Y | +6,259.1% | +237.7% | +6,021.5% | +3,350.8% |
| All | +11,477.5% | +3,357.9% | +8,119.6% | +1,866.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling