+374.7%
AMDL vs XHB
-9.3%
+384.0%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.2% | +1.0% | +8.2% | +8.5% |
| 7D | +4.5% | -1.3% | +5.8% | +5.6% |
| 30D | -4.4% | -6.9% | +2.5% | +0.9% |
| 3M | -30.5% | -1.3% | -29.2% | -29.1% |
| 6M | +300.9% | -6.8% | +307.7% | +282.9% |
| YTD | +219.9% | +0.7% | +219.2% | +230.4% |
| 1Y | +374.7% | -11.2% | +386.0% | +269.5% |
| All | +374.7% | -9.3% | +384.0% | +269.5% |
Cumulative growth
Daily Returns
Daily percentage return beside XHB.
Daily Out/Under-Performance
Portfolio return minus XHB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XHB 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 XHB 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