+145.7%
AMDL vs NTR
+44.1%
+101.6%
-88.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | -0.6% | +12.5% | +12.1% |
| 7D | +103.5% | -1.4% | +104.9% | +104.5% |
| 30D | -18.3% | +2.2% | -20.5% | -19.6% |
| 3M | +20.1% | +6.8% | +13.2% | +14.9% |
| 6M | +15.9% | +0.6% | +15.3% | +13.5% |
| YTD | +303.0% | +18.2% | +284.8% | +237.5% |
| 1Y | +164.0% | +21.3% | +142.7% | +115.9% |
| All | +145.7% | +44.1% | +101.6% | +64.1% |
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