+124.4%
AMDL vs HBM
+36.9%
+87.5%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +26.8% | +9.0% | +17.8% | +15.6% |
| 7D | +10.3% | +5.0% | +5.2% | +9.2% |
| 30D | -38.3% | -12.7% | -25.5% | -22.1% |
| 3M | -8.7% | -17.4% | +8.7% | +20.5% |
| 6M | -14.4% | -8.9% | -5.5% | +2.7% |
| YTD | +206.9% | +14.9% | +192.0% | +193.7% |
| All | +124.4% | +36.9% | +87.5% | +67.0% |
Cumulative growth
Daily Returns
Daily percentage return beside HBM.
Daily Out/Under-Performance
Portfolio return minus HBM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HBM 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 HBM 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