+510.6%
AMDL vs QSR
+29.2%
+481.3%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QSR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.0% | -1.6% | +7.7% | +4.4% |
| 7D | +29.0% | -2.4% | +31.3% | +26.2% |
| 30D | +19.1% | +5.7% | +13.4% | +26.3% |
| 3M | +1.8% | +6.9% | -5.2% | +11.3% |
| 6M | +374.4% | +6.9% | +367.5% | +408.3% |
| YTD | +278.9% | +14.9% | +264.0% | +343.6% |
| 1Y | +510.6% | +29.1% | +481.5% | +647.9% |
| All | +510.6% | +29.2% | +481.3% | +647.9% |
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