+71.8%
AMDL vs XE
-42.7%
+114.5%
-48.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.0% | -9.9% | +15.9% | +11.3% |
| 7D | +29.0% | -4.6% | +33.6% | +31.3% |
| 30D | +19.1% | -16.4% | +35.5% | +27.6% |
| 3M | +1.8% | -15.5% | +17.3% | +3.2% |
| All | +71.8% | -42.7% | +114.5% | +108.5% |
Cumulative growth
Daily Returns
Daily percentage return beside XE.
Daily Out/Under-Performance
Portfolio return minus XE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XE 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 3y: compounded portfolio wealth divided by compounded XE 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…
3y analysis · Full analysis span regression · Available span rolling