+164.0%
AMDL vs QSR
+13.6%
+150.4%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QSR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | -1.5% | +13.4% | +9.6% |
| 7D | +103.5% | -3.9% | +107.4% | +93.8% |
| 30D | -18.3% | +5.9% | -24.2% | -9.7% |
| 3M | +20.1% | +1.7% | +18.4% | +27.7% |
| 6M | +15.9% | -1.9% | +17.8% | +22.6% |
| YTD | +303.0% | +13.6% | +289.4% | +432.4% |
| 1Y | +164.0% | +13.1% | +150.9% | +248.9% |
| All | +164.0% | +13.6% | +150.4% | +248.9% |
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