+131.0%
AMDL vs HRB
+5.1%
+125.8%
-88.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.0% | -1.6% | +7.7% | +5.4% |
| 7D | +29.0% | -10.6% | +39.6% | +23.8% |
| 30D | +19.1% | -0.8% | +19.9% | +19.5% |
| 3M | +1.8% | +19.1% | -17.3% | +12.7% |
| 6M | +374.4% | +48.7% | +325.7% | +463.3% |
| YTD | +278.9% | +7.1% | +271.8% | +320.1% |
| 1Y | +510.6% | -8.3% | +518.9% | +563.0% |
| All | +131.0% | +5.1% | +125.8% | +152.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling