+102.5%
AMDL vs QSR
+4.4%
+98.1%
-88.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | QSR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -17.6% | -0.1% | -17.5% | -17.6% |
| 7D | +37.2% | -2.9% | +40.1% | +36.8% |
| 30D | -24.0% | +4.1% | -28.2% | -23.9% |
| 3M | -1.0% | -0.7% | -0.4% | -0.9% |
| 6M | -3.2% | +0.4% | -3.6% | -3.1% |
| YTD | +232.2% | +13.5% | +218.7% | +203.1% |
| 1Y | +137.7% | +11.0% | +126.7% | +119.2% |
| All | +102.5% | +4.4% | +98.1% | +136.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling