+374.7%
AMDL vs XLRE
+9.1%
+365.6%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XLRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.2% | -0.7% | +9.9% | +8.6% |
| 7D | +4.5% | -1.2% | +5.8% | +3.6% |
| 30D | -4.4% | -2.8% | -1.6% | -6.6% |
| 3M | -30.5% | -0.2% | -30.3% | -31.4% |
| 6M | +300.9% | +1.9% | +298.9% | +281.8% |
| YTD | +219.9% | +10.6% | +209.4% | +239.7% |
| 1Y | +374.7% | +8.8% | +365.9% | +369.3% |
| All | +374.7% | +9.1% | +365.6% | +369.3% |
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