+95.5%
AMD vs XHB
+5.8%
+89.7%
-28.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +5.4% | -4.4% | -1.0% |
| 7D | -15.5% | +9.7% | -25.2% | -18.9% |
| 30D | -22.6% | +11.7% | -34.3% | -26.4% |
| 3M | -5.7% | -1.4% | -4.4% | -4.8% |
| 6M | +43.1% | +6.8% | +36.3% | +38.9% |
| YTD | +128.2% | +5.5% | +122.7% | +122.1% |
| 1Y | +95.5% | +5.1% | +90.3% | +90.4% |
| All | +95.5% | +5.8% | +89.7% | +90.4% |
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