+85.8%
AMDL vs URA
-31.4%
+117.2%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +22.3% | +4.4% | +17.9% | +15.0% |
| 7D | -26.2% | -4.1% | -22.1% | -17.1% |
| 30D | -57.1% | -19.0% | -38.1% | -35.4% |
| 3M | -29.8% | -25.1% | -4.7% | +16.8% |
| 6M | -22.2% | -44.5% | +22.3% | +104.6% |
| YTD | +142.1% | -24.3% | +166.4% | +353.0% |
| 1Y | +85.8% | -28.1% | +114.0% | +271.5% |
| All | +85.8% | -31.4% | +117.2% | +271.5% |
Cumulative growth
Daily Returns
Daily percentage return beside URA.
Daily Out/Under-Performance
Portfolio return minus URA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URA 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 URA 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