+510.6%
AMDL vs BTG
+29.1%
+481.5%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.0% | +1.7% | +4.4% | +4.9% |
| 7D | +29.0% | +2.4% | +26.6% | +26.3% |
| 30D | +19.1% | +9.5% | +9.6% | +10.5% |
| 3M | +1.8% | +38.5% | -36.7% | -23.7% |
| 6M | +374.4% | +5.6% | +368.7% | +346.1% |
| YTD | +278.9% | +23.9% | +255.0% | +205.6% |
| 1Y | +510.6% | +32.1% | +478.4% | +247.9% |
| All | +510.6% | +29.1% | +481.5% | +247.9% |
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