+95.0%
AMDL vs BEN
+48.3%
+46.8%
-88.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.2% | +3.5% | +5.7% | +5.8% |
| 7D | +4.5% | +0.2% | +4.3% | +4.4% |
| 30D | -4.4% | -0.5% | -3.9% | -3.8% |
| 3M | -30.5% | +9.7% | -40.2% | -35.3% |
| 6M | +300.9% | +33.9% | +267.0% | +213.9% |
| YTD | +219.9% | +49.0% | +171.0% | +120.8% |
| 1Y | +374.7% | +42.1% | +332.6% | +242.5% |
| All | +95.0% | +48.3% | +46.8% | +7.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling