+35.9%
DRI vs AMDL
+133.6%
-97.6%
-15.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMDL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +2.7% | -3.1% | -0.4% |
| 7D | +4.2% | +5.4% | -1.2% | +4.5% |
| 30D | +15.7% | -36.6% | +52.3% | +15.1% |
| 3M | +5.8% | -1.0% | +6.7% | +6.4% |
| 6M | +18.4% | -12.1% | +30.5% | +19.1% |
| YTD | +28.2% | +215.1% | -186.9% | +31.1% |
| 1Y | +35.9% | +130.4% | -94.5% | +40.3% |
| All | +35.9% | +133.6% | -97.6% | +40.3% |
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 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