+117.8%
AMDL vs DBX
+40.5%
+77.3%
-88.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DBX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.7% | -2.9% | +14.6% | +12.6% |
| 7D | +19.9% | -1.3% | +21.3% | +20.1% |
| 30D | +6.3% | -2.9% | +9.1% | +6.5% |
| 3M | -9.9% | +23.8% | -33.7% | -22.3% |
| 6M | +394.3% | +26.2% | +368.1% | +309.0% |
| YTD | +257.3% | +21.6% | +235.7% | +202.3% |
| 1Y | +508.5% | +11.4% | +497.1% | +452.4% |
| All | +117.8% | +40.5% | +77.3% | +64.9% |
Cumulative growth
Daily Returns
Daily percentage return beside DBX.
Daily Out/Under-Performance
Portfolio return minus DBX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DBX 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 DBX 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