+130.4%
AMDL vs BUD
+38.6%
+91.7%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +1.1% | +1.5% | +3.3% |
| 7D | +5.4% | +6.0% | -0.6% | +9.0% |
| 30D | -36.6% | +11.3% | -47.9% | -33.6% |
| 3M | -1.0% | +3.6% | -4.5% | +4.2% |
| 6M | -12.1% | +7.7% | -19.8% | -9.8% |
| YTD | +215.1% | +36.4% | +178.7% | +227.9% |
| 1Y | +130.4% | +37.8% | +92.5% | +138.1% |
| All | +130.4% | +38.6% | +91.7% | +138.1% |
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