+124.4%
AMDL vs BEN
+70.3%
+54.1%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +26.8% | +6.3% | +20.4% | +17.5% |
| 7D | +10.3% | +12.2% | -1.9% | -0.2% |
| 30D | -38.3% | +12.1% | -50.4% | -43.8% |
| 3M | -8.7% | +7.3% | -16.0% | -12.9% |
| 6M | -14.4% | +17.9% | -32.2% | -22.4% |
| YTD | +206.9% | +55.4% | +151.5% | +124.3% |
| All | +124.4% | +70.3% | +54.1% | +40.4% |
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