-5.6%
BRO vs AMDL
+108.7%
-114.2%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMDL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +1.7% | +2.5% | +4.4% |
| 7D | +12.2% | -30.7% | +42.9% | +8.2% |
| 30D | +21.3% | -43.8% | +65.0% | +15.5% |
| 3M | +4.1% | -24.5% | +28.6% | +3.5% |
| 6M | +28.9% | +44.7% | -15.8% | +37.8% |
| YTD | -6.6% | +204.0% | -210.6% | +6.3% |
| 1Y | -5.6% | +109.1% | -114.6% | +7.1% |
| All | -5.6% | +108.7% | -114.2% | +7.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling