+102.5%
AMDL vs SBAC
-6.2%
+108.7%
-88.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SBAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -17.6% | +1.5% | -19.1% | -17.1% |
| 7D | +37.2% | +0.6% | +36.6% | +37.6% |
| 30D | -24.0% | +5.5% | -29.5% | -22.5% |
| 3M | -1.0% | +3.1% | -4.1% | +0.5% |
| 6M | -3.2% | -7.0% | +3.8% | -2.3% |
| YTD | +232.2% | +0.5% | +231.7% | +238.5% |
| 1Y | +137.7% | +0.2% | +137.5% | +142.2% |
| All | +102.5% | -6.2% | +108.7% | +101.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SBAC.
Daily Out/Under-Performance
Portfolio return minus SBAC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SBAC 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 5y: compounded portfolio wealth divided by compounded SBAC 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…
5y analysis · Full analysis span regression · 6 months rolling