+357.3%
AMD vs XHB
+35.8%
+321.5%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | +0.7% | -9.5% | -9.2% |
| 7D | +18.9% | -0.2% | +19.1% | +19.1% |
| 30D | -6.4% | +9.9% | -16.4% | -11.6% |
| 3M | +10.6% | -6.3% | +16.9% | +14.3% |
| 6M | +19.9% | +3.8% | +16.0% | +16.7% |
| YTD | +149.4% | +0.1% | +149.2% | +145.3% |
| 1Y | +115.4% | -0.8% | +116.2% | +112.3% |
| 3Y | +357.3% | +35.6% | +321.7% | +283.2% |
| All | +357.3% | +35.8% | +321.5% | +283.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling