+95.0%
AMDL vs BUD
+39.7%
+55.3%
-88.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.2% | +0.2% | +9.0% | +9.2% |
| 7D | +4.5% | +0.3% | +4.3% | +4.5% |
| 30D | -4.4% | -5.7% | +1.3% | -2.9% |
| 3M | -30.5% | +3.1% | -33.6% | -32.2% |
| 6M | +300.9% | +7.9% | +293.0% | +281.9% |
| YTD | +219.9% | +27.3% | +192.6% | +188.2% |
| 1Y | +374.7% | +37.8% | +336.9% | +311.5% |
| All | +95.0% | +39.7% | +55.3% | +56.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling