+117.8%
AMDL vs ZBRA
+22.2%
+95.6%
-88.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.7% | -2.8% | +14.5% | +14.4% |
| 7D | +19.9% | +2.6% | +17.4% | +16.5% |
| 30D | +6.3% | -6.4% | +12.6% | +13.1% |
| 3M | -9.9% | +51.3% | -61.2% | -43.7% |
| 6M | +394.3% | +60.5% | +333.8% | +183.9% |
| YTD | +257.3% | +45.2% | +212.1% | +114.5% |
| 1Y | +508.5% | +12.3% | +496.2% | +402.6% |
| All | +117.8% | +22.2% | +95.6% | +49.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ZBRA.
Daily Out/Under-Performance
Portfolio return minus ZBRA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZBRA 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 5y: compounded portfolio wealth divided by compounded ZBRA 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…
5y analysis · Full analysis span regression · 6 months rolling