+27.7%
ORCL vs AMDL
+95.0%
-67.3%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMDL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +9.2% | -6.1% | +1.8% |
| 7D | +5.3% | +4.5% | +0.7% | +4.6% |
| 30D | +10.0% | -4.4% | +14.4% | +10.2% |
| 3M | -32.6% | -30.5% | -2.1% | -31.4% |
| 6M | +4.9% | +300.9% | -296.0% | -20.9% |
| YTD | -17.8% | +219.9% | -237.7% | -37.4% |
| 1Y | -28.0% | +374.7% | -402.7% | -50.6% |
| All | +27.7% | +95.0% | -67.3% | -17.3% |
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 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