+124.4%
AMDL vs BUD
+37.1%
+87.3%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +26.8% | +1.3% | +25.4% | +27.5% |
| 7D | +10.3% | +1.3% | +8.9% | +11.7% |
| 30D | -38.3% | +10.0% | -48.3% | -35.7% |
| 3M | -8.7% | +1.6% | -10.3% | -4.4% |
| 6M | -14.4% | +6.5% | -20.9% | -12.7% |
| YTD | +206.9% | +34.8% | +172.1% | +217.5% |
| All | +124.4% | +37.1% | +87.3% | +130.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 BUD 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