+213.0%
BNY vs AMDL
+115.6%
+97.4%
-17.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMDL | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -6.7% | +6.7% | +0.4% |
| 7D | -1.1% | +20.7% | -21.8% | -2.2% |
| 30D | +1.4% | +9.4% | -8.0% | +0.7% |
| 3M | +16.8% | +5.6% | +11.2% | +14.5% |
| 6M | +42.0% | +340.3% | -298.3% | +24.7% |
| YTD | +41.9% | +253.6% | -211.7% | +24.7% |
| 1Y | +59.2% | +443.4% | -384.2% | +32.9% |
| All | +213.0% | +115.6% | +97.4% | +144.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AMDL.
Daily Out/Under-Performance
Portfolio return minus AMDL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMDL 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 AMDL 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