+145.7%
AMDL vs BEN
+54.7%
+91.0%
-88.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | -1.2% | +13.1% | +13.2% |
| 7D | +103.5% | +11.3% | +92.2% | +83.8% |
| 30D | -18.3% | +15.0% | -33.3% | -26.2% |
| 3M | +20.1% | +7.8% | +12.2% | +15.8% |
| 6M | +15.9% | +15.5% | +0.4% | +6.0% |
| YTD | +303.0% | +55.4% | +247.6% | +176.4% |
| 1Y | +164.0% | +63.3% | +100.7% | +72.8% |
| All | +145.7% | +54.7% | +91.0% | +34.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling