+178.2%
AMDL vs BEN
+68.9%
+109.3%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +14.3% | 0.0% | +14.3% | +14.3% |
| 7D | +18.5% | +7.2% | +11.3% | +12.0% |
| 30D | -24.2% | +14.1% | -38.4% | -32.6% |
| 3M | +11.5% | +9.9% | +1.6% | +3.4% |
| 6M | -1.0% | +17.4% | -18.4% | -11.0% |
| YTD | +260.3% | +57.3% | +203.0% | +155.3% |
| 1Y | +178.2% | +66.9% | +111.2% | +72.5% |
| All | +178.2% | +68.9% | +109.3% | +72.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 BEN 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