+510.6%
AMDL vs HRB
-9.2%
+519.7%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.0% | -1.6% | +7.7% | +5.0% |
| 7D | +29.0% | -10.6% | +39.6% | +20.8% |
| 30D | +19.1% | -0.8% | +19.9% | +19.9% |
| 3M | +1.8% | +19.1% | -17.3% | +21.3% |
| 6M | +374.4% | +48.7% | +325.7% | +541.6% |
| YTD | +278.9% | +7.1% | +271.8% | +252.3% |
| 1Y | +510.6% | -8.3% | +518.9% | +332.5% |
| All | +510.6% | -9.2% | +519.7% | +332.5% |
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