+47.6%
AMDL vs BB
+204.5%
-156.9%
-88.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +22.3% | +4.4% | +17.9% | +19.1% |
| 7D | -26.2% | +3.8% | -30.0% | -26.5% |
| 30D | -57.1% | -0.3% | -56.7% | -55.2% |
| 3M | -29.8% | -0.5% | -29.4% | -27.5% |
| 6M | -22.2% | +45.9% | -68.1% | -36.8% |
| YTD | +142.1% | +130.6% | +11.5% | +45.0% |
| 1Y | +85.8% | +89.2% | -3.3% | +24.5% |
| All | +47.6% | +204.5% | -156.9% | -30.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BB.
Daily Out/Under-Performance
Portfolio return minus BB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BB 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 5y: compounded portfolio wealth divided by compounded BB 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…
5y analysis · Full analysis span regression · 6 months rolling