+10,785.8%
AMD vs HRB
+3,613.7%
+7,172.1%
-96.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | -4.2% | +15.3% | +12.2% |
| 7D | -11.0% | +2.7% | -13.7% | -11.9% |
| 30D | -30.5% | +22.1% | -52.6% | -35.0% |
| 3M | -8.2% | +15.7% | -23.9% | -13.6% |
| 6M | +6.6% | +83.3% | -76.8% | -15.4% |
| YTD | +109.7% | +25.0% | +84.7% | +85.2% |
| 1Y | +88.9% | +6.9% | +82.0% | +74.7% |
| 3Y | +301.8% | +39.0% | +262.8% | +229.5% |
| 5Y | +229.4% | +146.4% | +83.0% | +119.4% |
| 10Y | +6,745.1% | +254.4% | +6,490.7% | +3,529.2% |
| All | +10,785.8% | +3,613.7% | +7,172.1% | +1,689.6% |
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