+109.1%
AMDL vs HRB
+16.9%
+92.2%
-53.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +4.4% | -2.7% | +4.6% |
| 7D | -30.7% | +16.0% | -46.8% | -22.9% |
| 30D | -43.8% | +32.1% | -75.8% | -31.4% |
| 3M | -24.5% | +21.5% | -46.0% | -11.4% |
| 6M | +44.7% | +82.1% | -37.4% | +114.7% |
| YTD | +204.0% | +31.6% | +172.4% | +261.6% |
| 1Y | +109.1% | +15.9% | +93.2% | +106.5% |
| All | +109.1% | +16.9% | +92.2% | +106.5% |
Cumulative growth
Daily Returns
Daily percentage return beside HRB.
Daily Out/Under-Performance
Portfolio return minus HRB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HRB 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 HRB 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