+2.8%
SYY vs AMDL
+47.6%
-44.8%
-24.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMDL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +22.3% | -20.1% | +2.1% |
| 7D | -7.3% | -26.2% | +18.9% | -7.3% |
| 30D | +0.1% | -57.1% | +57.2% | +0.3% |
| 3M | -8.2% | -29.8% | +21.6% | -8.3% |
| 6M | +6.3% | -22.2% | +28.5% | +5.5% |
| YTD | +7.3% | +142.1% | -134.8% | +4.3% |
| 1Y | +8.5% | +85.8% | -77.4% | +5.7% |
| All | +2.8% | +47.6% | -44.8% | -1.3% |
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