+95.0%
AMDL vs SONY
+39.5%
+55.5%
-88.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.2% | -1.6% | +10.8% | +10.8% |
| 7D | +4.5% | -1.2% | +5.7% | +5.5% |
| 30D | -4.4% | +9.4% | -13.8% | -13.3% |
| 3M | -30.5% | +10.5% | -41.0% | -40.2% |
| 6M | +300.9% | +11.7% | +289.2% | +234.9% |
| YTD | +219.9% | -4.1% | +224.0% | +224.4% |
| 1Y | +374.7% | -11.8% | +386.5% | +450.3% |
| All | +95.0% | +39.5% | +55.5% | +45.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling