+95.0%
AMDL vs HRB
+14.3%
+80.7%
-88.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.2% | -4.0% | +13.2% | +7.6% |
| 7D | +4.5% | -5.7% | +10.2% | +2.3% |
| 30D | -4.4% | +7.9% | -12.3% | -1.0% |
| 3M | -30.5% | +32.1% | -62.6% | -20.1% |
| 6M | +300.9% | +62.2% | +238.6% | +390.8% |
| YTD | +219.9% | +16.4% | +203.5% | +265.8% |
| 1Y | +374.7% | -0.3% | +375.0% | +431.5% |
| All | +95.0% | +14.3% | +80.7% | +120.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling