+20.7%
AMDL vs ALLY
+12.4%
+8.3%
-88.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -34.9% | -1.3% | -33.5% | -33.6% |
| 7D | -52.7% | -1.1% | -51.6% | -51.8% |
| 30D | -65.3% | +4.2% | -69.5% | -66.5% |
| 3M | -40.8% | -12.4% | -28.4% | -33.0% |
| 6M | -12.9% | -8.7% | -4.2% | -4.2% |
| YTD | +98.0% | -11.6% | +109.7% | +117.5% |
| 1Y | +30.1% | +0.2% | +30.0% | +25.8% |
| All | +20.7% | +12.4% | +8.3% | +5.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ALLY.
Daily Out/Under-Performance
Portfolio return minus ALLY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALLY 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 3y: compounded portfolio wealth divided by compounded ALLY 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…
3y analysis · Full analysis span regression · 6 months rolling