+34.0%
USB vs AMDL
+384.9%
-350.9%
-16.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMDL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +9.2% | -9.4% | -0.3% |
| 7D | +1.4% | +4.5% | -3.1% | +1.4% |
| 30D | -1.3% | -4.4% | +3.1% | -1.3% |
| 3M | +15.2% | -30.5% | +45.7% | +15.1% |
| 6M | +18.8% | +300.9% | -282.1% | +16.3% |
| YTD | +21.0% | +219.9% | -198.9% | +18.3% |
| 1Y | +34.0% | +374.7% | -340.7% | +32.8% |
| All | +34.0% | +384.9% | -350.9% | +32.8% |
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 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