+99.3%
PBR vs AMDL
+115.6%
-16.3%
-26.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | AMDL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -6.7% | +8.8% | +2.4% |
| 7D | +4.2% | +20.7% | -16.5% | +3.6% |
| 30D | +22.7% | +9.4% | +13.3% | +22.2% |
| 3M | +21.5% | +5.6% | +15.9% | +20.2% |
| 6M | +24.0% | +340.3% | -316.3% | +12.9% |
| YTD | +88.2% | +253.6% | -165.4% | +72.0% |
| 1Y | +74.8% | +443.4% | -368.6% | +53.0% |
| All | +99.3% | +115.6% | -16.3% | +63.8% |
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 2016-09-10 to 2026-09-10: 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling