+131.0%
AMDL vs NTR
+62.0%
+68.9%
-88.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.0% | 0.0% | +6.0% | +6.0% |
| 7D | +29.0% | +0.5% | +28.4% | +28.6% |
| 30D | +19.1% | +21.7% | -2.7% | +8.5% |
| 3M | +1.8% | +22.8% | -21.0% | -8.6% |
| 6M | +374.4% | +8.2% | +366.2% | +342.6% |
| YTD | +278.9% | +32.9% | +246.0% | +203.8% |
| 1Y | +510.6% | +45.3% | +465.2% | +360.7% |
| All | +131.0% | +62.0% | +68.9% | +47.8% |
Cumulative growth
Daily Returns
Daily percentage return beside NTR.
Daily Out/Under-Performance
Portfolio return minus NTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NTR 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 NTR 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