+102.5%
AMDL vs BEN
+55.3%
+47.2%
-88.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -17.6% | +0.4% | -18.0% | -18.1% |
| 7D | +37.2% | +6.8% | +30.4% | +28.5% |
| 30D | -24.0% | +18.0% | -42.0% | -33.3% |
| 3M | -1.0% | +7.5% | -8.5% | -4.4% |
| 6M | -3.2% | +14.7% | -17.9% | -11.1% |
| YTD | +232.2% | +56.1% | +176.1% | +126.4% |
| 1Y | +137.7% | +69.6% | +68.1% | +49.5% |
| All | +102.5% | +55.3% | +47.2% | +10.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling