-6.3%
ORCL vs AMDL
+47.6%
-53.8%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMDL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +22.3% | -21.5% | -2.6% |
| 7D | -11.2% | -26.2% | +15.1% | -8.1% |
| 30D | -18.8% | -57.1% | +38.3% | -9.5% |
| 3M | -18.8% | -29.8% | +11.1% | -16.4% |
| 6M | -39.7% | -22.2% | -17.5% | -41.4% |
| YTD | -39.6% | +142.1% | -181.8% | -53.0% |
| 1Y | -51.7% | +85.8% | -137.6% | -61.3% |
| All | -6.3% | +47.6% | -53.8% | -38.0% |
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