-15.7%
AMDL vs SUNB
+13.2%
-28.8%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | SUNB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +26.8% | +5.9% | +20.8% | +17.5% |
| 7D | +10.3% | -2.6% | +12.8% | +18.2% |
| 30D | -38.3% | +8.6% | -46.9% | -41.6% |
| 3M | -8.7% | +1.1% | -9.8% | -5.3% |
| All | -15.7% | +13.2% | -28.8% | -19.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SUNB.
Daily Out/Under-Performance
Portfolio return minus SUNB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUNB 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 6mo: compounded portfolio wealth divided by compounded SUNB 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…
6mo analysis · Full analysis span regression · 6 months rolling