+109.1%
AMDL vs QSR
+23.8%
+85.2%
-53.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QSR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +5.5% | -3.8% | +8.9% |
| 7D | -30.7% | +5.2% | -35.9% | -25.8% |
| 30D | -43.8% | +12.2% | -55.9% | -33.5% |
| 3M | -24.5% | +7.0% | -31.6% | -14.7% |
| 6M | +44.7% | -0.3% | +45.0% | +56.8% |
| YTD | +204.0% | +18.0% | +186.0% | +309.0% |
| 1Y | +109.1% | +22.6% | +86.4% | +186.9% |
| All | +109.1% | +23.8% | +85.2% | +186.9% |
Cumulative growth
Daily Returns
Daily percentage return beside QSR.
Daily Out/Under-Performance
Portfolio return minus QSR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QSR 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 QSR 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