+109.1%
AMDL vs EXR
+28.1%
+81.0%
-53.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +3.1% | -1.4% | +4.3% |
| 7D | -30.7% | +11.3% | -42.0% | -23.9% |
| 30D | -43.8% | +21.2% | -64.9% | -34.2% |
| 3M | -24.5% | +8.7% | -33.2% | -17.2% |
| 6M | +44.7% | +18.2% | +26.5% | +58.8% |
| YTD | +204.0% | +27.9% | +176.0% | +273.2% |
| 1Y | +109.1% | +28.3% | +80.7% | +155.6% |
| All | +109.1% | +28.1% | +81.0% | +155.6% |
Cumulative growth
Daily Returns
Daily percentage return beside EXR.
Daily Out/Under-Performance
Portfolio return minus EXR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXR 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 EXR 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