+195.2%
AMD vs XHB
-9.3%
+204.4%
-27.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +1.0% | +3.7% | +4.3% |
| 7D | +2.6% | -1.3% | +3.9% | +3.1% |
| 30D | -0.9% | -6.9% | +6.0% | +1.8% |
| 3M | -8.7% | -1.3% | -7.5% | -8.2% |
| 6M | +136.3% | -6.8% | +143.1% | +129.7% |
| YTD | +123.0% | +0.7% | +122.3% | +124.8% |
| 1Y | +195.2% | -11.2% | +206.4% | +158.0% |
| All | +195.2% | -9.3% | +204.4% | +158.0% |
Cumulative growth
Daily Returns
Daily percentage return beside XHB.
Daily Out/Under-Performance
Portfolio return minus XHB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XHB 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 1y: compounded portfolio wealth divided by compounded XHB 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…
1y analysis · Full analysis span regression · 6 months rolling