+117.8%
AMDL vs HRB
+6.9%
+110.9%
-88.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.7% | -6.5% | +18.1% | +9.0% |
| 7D | +19.9% | -9.1% | +29.0% | +15.9% |
| 30D | +6.3% | +0.3% | +6.0% | +7.1% |
| 3M | -9.9% | +23.4% | -33.3% | +0.9% |
| 6M | +394.3% | +45.1% | +349.2% | +488.6% |
| YTD | +257.3% | +8.9% | +248.4% | +298.7% |
| 1Y | +508.5% | -7.9% | +516.5% | +565.4% |
| All | +117.8% | +6.9% | +110.9% | +140.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling