+109.1%
AMDL vs XHB
+5.8%
+103.3%
-53.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +5.4% | -3.8% | -2.4% |
| 7D | -30.7% | +9.7% | -40.5% | -36.4% |
| 30D | -43.8% | +11.7% | -55.4% | -49.6% |
| 3M | -24.5% | -1.4% | -23.2% | -23.8% |
| 6M | +44.7% | +6.8% | +37.9% | +37.5% |
| YTD | +204.0% | +5.5% | +198.5% | +192.6% |
| 1Y | +109.1% | +5.1% | +103.9% | +101.5% |
| All | +109.1% | +5.8% | +103.3% | +101.5% |
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