+109.1%
AMDL vs BTG
+24.4%
+84.7%
-53.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +8.7% | -7.0% | -4.4% |
| 7D | -30.7% | -0.2% | -30.5% | -30.4% |
| 30D | -43.8% | -0.8% | -43.0% | -43.1% |
| 3M | -24.5% | +31.8% | -56.4% | -41.6% |
| 6M | +44.7% | +20.4% | +24.3% | +25.5% |
| YTD | +204.0% | +14.7% | +189.3% | +150.9% |
| 1Y | +109.1% | +29.4% | +79.7% | +38.4% |
| All | +109.1% | +24.4% | +84.7% | +38.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BTG.
Daily Out/Under-Performance
Portfolio return minus BTG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTG 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 BTG 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