-17.2%
DHR vs AMDL
+117.8%
-135.0%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMDL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +11.7% | -12.8% | -1.4% |
| 7D | -0.8% | +19.9% | -20.8% | -1.3% |
| 30D | +0.2% | +6.3% | -6.0% | 0.0% |
| 3M | +12.1% | -9.9% | +21.9% | +11.1% |
| 6M | +5.4% | +394.3% | -388.9% | -5.5% |
| YTD | -10.0% | +257.3% | -267.3% | -18.7% |
| 1Y | +4.1% | +508.5% | -504.5% | -12.1% |
| All | -17.2% | +117.8% | -135.0% | -34.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling