+8,520.0%
AMD vs PH
+700.5%
+7,819.5%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -1.5% | +7.4% | +6.9% |
| 7D | +44.7% | +7.4% | +37.4% | +38.7% |
| 30D | -3.3% | +0.5% | -3.8% | -3.2% |
| 3M | +21.2% | -10.2% | +31.4% | +30.4% |
| 6M | +30.6% | +8.9% | +21.6% | +24.4% |
| YTD | +173.3% | +9.7% | +163.6% | +158.4% |
| 1Y | +126.1% | +12.8% | +113.3% | +109.9% |
| 3Y | +393.5% | +134.6% | +259.0% | +191.1% |
| 5Y | +295.8% | +204.5% | +91.2% | +98.5% |
| All | +8,520.0% | +700.5% | +7,819.5% | +2,964.4% |
Cumulative growth
Daily Returns
Daily percentage return beside PH.
Daily Out/Under-Performance
Portfolio return minus PH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PH 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 10y: compounded portfolio wealth divided by compounded PH 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…
10y analysis · Full analysis span regression · 6 months rolling