+508.5%
AMDL vs MTB
+23.0%
+485.5%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MTB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.7% | -0.6% | +12.3% | +11.6% |
| 7D | +19.9% | +2.8% | +17.2% | +20.2% |
| 30D | +6.3% | -4.2% | +10.4% | +6.0% |
| 3M | -9.9% | +7.8% | -17.7% | -9.5% |
| 6M | +394.3% | +14.8% | +379.5% | +387.1% |
| YTD | +257.3% | +20.8% | +236.5% | +258.2% |
| 1Y | +508.5% | +23.1% | +485.4% | +341.6% |
| All | +508.5% | +23.0% | +485.5% | +341.6% |
Cumulative growth
Daily Returns
Daily percentage return beside MTB.
Daily Out/Under-Performance
Portfolio return minus MTB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MTB 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 MTB 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