+117.8%
AMDL vs XHB
-3.1%
+120.9%
-88.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.7% | -2.4% | +14.1% | +14.4% |
| 7D | +19.9% | +0.2% | +19.8% | +19.3% |
| 30D | +6.3% | -9.1% | +15.3% | +17.8% |
| 3M | -9.9% | -2.3% | -7.6% | -8.0% |
| 6M | +394.3% | -4.1% | +398.4% | +422.3% |
| YTD | +257.3% | -1.7% | +259.0% | +258.7% |
| 1Y | +508.5% | -15.1% | +523.6% | +613.4% |
| All | +117.8% | -3.1% | +120.9% | +95.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling