+87.1%
AMDL vs ALLE
+49.4%
+37.7%
-88.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +26.8% | +2.8% | +24.0% | +25.1% |
| 7D | +10.3% | -0.6% | +10.9% | +11.7% |
| 30D | -38.3% | +26.6% | -64.9% | -46.9% |
| 3M | -8.7% | +13.2% | -21.9% | -15.3% |
| 6M | -14.4% | +42.9% | -57.2% | -35.9% |
| YTD | +206.9% | +21.0% | +185.9% | +156.8% |
| 1Y | +144.4% | +15.2% | +129.2% | +115.5% |
| All | +87.1% | +49.4% | +37.7% | +9.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ALLE.
Daily Out/Under-Performance
Portfolio return minus ALLE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALLE 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 ALLE 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