+131.0%
AMDL vs XLRE
+20.7%
+110.2%
-88.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XLRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.0% | -1.1% | +7.2% | +6.9% |
| 7D | +29.0% | -0.7% | +29.7% | +29.5% |
| 30D | +19.1% | -2.2% | +21.3% | +21.1% |
| 3M | +1.8% | -2.6% | +4.4% | +1.3% |
| 6M | +374.4% | +2.6% | +371.8% | +342.7% |
| YTD | +278.9% | +9.3% | +269.7% | +225.8% |
| 1Y | +510.6% | +7.2% | +503.3% | +430.9% |
| All | +131.0% | +20.7% | +110.2% | +56.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling