+47.6%
AMDL vs CPB
-38.9%
+86.5%
-88.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +22.3% | -1.3% | +23.6% | +21.0% |
| 7D | -26.2% | +8.0% | -34.2% | -19.8% |
| 30D | -57.1% | +22.4% | -79.5% | -46.3% |
| 3M | -29.8% | +2.5% | -32.4% | -23.2% |
| 6M | -22.2% | +12.2% | -34.4% | -4.9% |
| YTD | +142.1% | -12.8% | +154.9% | +160.8% |
| 1Y | +85.8% | -19.2% | +105.0% | +92.7% |
| All | +47.6% | -38.9% | +86.5% | +33.8% |
Cumulative growth
Daily Returns
Daily percentage return beside CPB.
Daily Out/Under-Performance
Portfolio return minus CPB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CPB 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 CPB 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