+14.1%
JBL vs AMDL
+133.6%
-119.5%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMDL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +2.7% | -3.7% | -1.6% |
| 7D | -8.1% | +5.4% | -13.5% | -11.1% |
| 30D | -18.4% | -36.6% | +18.2% | -13.2% |
| 3M | -25.8% | -1.0% | -24.8% | -29.2% |
| 6M | -29.6% | -12.1% | -17.5% | -34.2% |
| YTD | +9.6% | +215.1% | -205.5% | -25.5% |
| 1Y | +14.1% | +130.4% | -116.3% | -19.6% |
| All | +14.1% | +133.6% | -119.5% | -19.6% |
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