+102.5%
AMDL vs BUD
+47.5%
+55.1%
-88.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -17.6% | +1.1% | -18.7% | -17.5% |
| 7D | +37.2% | +1.0% | +36.2% | +37.2% |
| 30D | -24.0% | +6.7% | -30.7% | -24.8% |
| 3M | -1.0% | +5.7% | -6.7% | -2.0% |
| 6M | -3.2% | +5.8% | -9.0% | -5.6% |
| YTD | +232.2% | +34.4% | +197.8% | +196.7% |
| 1Y | +137.7% | +33.3% | +104.5% | +112.7% |
| All | +102.5% | +47.5% | +55.1% | +61.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling