+374.7%
AMDL vs CHD
+7.1%
+367.7%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.2% | 0.0% | +9.2% | +9.1% |
| 7D | +4.5% | -2.7% | +7.2% | +1.2% |
| 30D | -4.4% | -4.6% | +0.2% | -9.5% |
| 3M | -30.5% | +5.0% | -35.5% | -23.8% |
| 6M | +300.9% | -3.2% | +304.1% | +303.0% |
| YTD | +219.9% | +18.6% | +201.3% | +299.8% |
| 1Y | +374.7% | +4.8% | +369.9% | +444.6% |
| All | +374.7% | +7.1% | +367.7% | +444.6% |
Cumulative growth
Daily Returns
Daily percentage return beside CHD.
Daily Out/Under-Performance
Portfolio return minus CHD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CHD 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 CHD 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