+102.5%
AMDL vs HRB
+16.5%
+86.0%
-88.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -17.6% | -1.4% | -16.1% | -18.3% |
| 7D | +37.2% | -5.1% | +42.3% | +33.9% |
| 30D | -24.0% | +8.7% | -32.7% | -19.8% |
| 3M | -1.0% | -5.4% | +4.4% | 0.0% |
| 6M | -3.2% | +41.6% | -44.8% | +17.0% |
| YTD | +232.2% | +18.7% | +213.6% | +293.8% |
| 1Y | +137.7% | +16.4% | +121.3% | +181.6% |
| All | +102.5% | +16.5% | +86.0% | +137.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling