+87.1%
AMDL vs HRB
+18.8%
+68.4%
-88.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +26.8% | -3.2% | +30.0% | +25.1% |
| 7D | +10.3% | -2.4% | +12.7% | +9.3% |
| 30D | -38.3% | +15.7% | -54.0% | -32.6% |
| 3M | -8.7% | +11.4% | -20.1% | -1.2% |
| 6M | -14.4% | +40.7% | -55.1% | +4.1% |
| YTD | +206.9% | +21.0% | +186.0% | +268.0% |
| 1Y | +144.4% | +7.2% | +137.1% | +187.5% |
| All | +87.1% | +18.8% | +68.4% | +121.5% |
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 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