+137.7%
AMDL vs SONY
-9.8%
+147.5%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -17.6% | +1.5% | -19.1% | -17.0% |
| 7D | +37.2% | +0.3% | +37.0% | +37.6% |
| 30D | -24.0% | +11.1% | -35.2% | -22.7% |
| 3M | -1.0% | +14.7% | -15.7% | -0.5% |
| 6M | -3.2% | +18.8% | -22.0% | -1.3% |
| YTD | +232.2% | +5.7% | +226.5% | +257.1% |
| 1Y | +137.7% | -8.1% | +145.8% | +227.4% |
| All | +137.7% | -9.8% | +147.5% | +227.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SONY.
Daily Out/Under-Performance
Portfolio return minus SONY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SONY 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 SONY 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