+15.9%
AMDL vs XLRE
+1.4%
+14.5%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | XLRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | -0.5% | +12.4% | +11.2% |
| 7D | +103.5% | +0.1% | +103.4% | +103.1% |
| 30D | -18.3% | +6.0% | -24.4% | -6.8% |
| 3M | +20.1% | +0.5% | +19.5% | +18.1% |
| 6M | +15.9% | +1.2% | +14.7% | +16.9% |
| All | +15.9% | +1.4% | +14.5% | +16.9% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling