+109.1%
AMDL vs XLRE
+14.1%
+94.9%
-53.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XLRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +3.3% | -1.6% | +4.1% |
| 7D | -30.7% | +7.1% | -37.8% | -27.0% |
| 30D | -43.8% | +10.9% | -54.7% | -39.6% |
| 3M | -24.5% | +0.7% | -25.2% | -23.3% |
| 6M | +44.7% | +4.1% | +40.6% | +45.9% |
| YTD | +204.0% | +14.5% | +189.5% | +212.4% |
| 1Y | +109.1% | +14.1% | +95.0% | +115.2% |
| All | +109.1% | +14.1% | +94.9% | +115.2% |
Cumulative growth
Daily Returns
Daily percentage return beside XLRE.
Daily Out/Under-Performance
Portfolio return minus XLRE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XLRE 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 XLRE 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