+117.8%
AMDL vs QSR
+7.4%
+110.4%
-88.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | QSR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.7% | -2.4% | +14.0% | +11.9% |
| 7D | +19.9% | +0.1% | +19.9% | +19.8% |
| 30D | +6.3% | +5.9% | +0.3% | +5.5% |
| 3M | -9.9% | +10.5% | -20.4% | -12.1% |
| 6M | +394.3% | +7.7% | +386.6% | +374.4% |
| YTD | +257.3% | +16.8% | +240.5% | +224.4% |
| 1Y | +508.5% | +30.9% | +477.7% | +395.8% |
| All | +117.8% | +7.4% | +110.4% | +153.5% |
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