+510.6%
AMDL vs SONY
-18.5%
+529.0%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.0% | -0.4% | +6.4% | +6.2% |
| 7D | +29.0% | -4.9% | +33.9% | +31.8% |
| 30D | +19.1% | -1.6% | +20.7% | +19.0% |
| 3M | +1.8% | +10.0% | -8.2% | -9.2% |
| 6M | +374.4% | +8.4% | +366.0% | +320.7% |
| YTD | +278.9% | -8.4% | +287.3% | +335.7% |
| 1Y | +510.6% | -18.4% | +528.9% | +825.5% |
| All | +510.6% | -18.5% | +529.0% | +825.5% |
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