+47.6%
AMDL vs BUD
+46.0%
+1.6%
-88.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +22.3% | -1.5% | +23.7% | +22.3% |
| 7D | -26.2% | +4.5% | -30.7% | -26.5% |
| 30D | -57.1% | +12.5% | -69.6% | -58.1% |
| 3M | -29.8% | 0.0% | -29.8% | -29.6% |
| 6M | -22.2% | +3.8% | -26.0% | -23.7% |
| YTD | +142.1% | +33.1% | +109.1% | +116.2% |
| 1Y | +85.8% | +35.5% | +50.3% | +64.5% |
| All | +47.6% | +46.0% | +1.6% | +17.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling