+117.8%
AMDL vs BR
-12.1%
+129.9%
-88.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.7% | -2.5% | +14.1% | +11.3% |
| 7D | +19.9% | -5.9% | +25.9% | +19.1% |
| 30D | +6.3% | +1.9% | +4.4% | +6.3% |
| 3M | -9.9% | +14.7% | -24.5% | -8.3% |
| 6M | +394.3% | -12.8% | +407.1% | +451.4% |
| YTD | +257.3% | -23.0% | +280.3% | +337.1% |
| 1Y | +508.5% | -31.7% | +540.2% | +734.8% |
| All | +117.8% | -12.1% | +129.9% | +129.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BR.
Daily Out/Under-Performance
Portfolio return minus BR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BR 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 BR 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