+117.8%
AMDL vs BTG
+121.3%
-3.5%
-88.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.7% | -2.9% | +14.5% | +13.3% |
| 7D | +19.9% | +4.8% | +15.1% | +16.1% |
| 30D | +6.3% | +8.3% | -2.1% | +0.4% |
| 3M | -9.9% | +32.3% | -42.2% | -26.4% |
| 6M | +394.3% | +3.0% | +391.4% | +372.7% |
| YTD | +257.3% | +21.9% | +235.4% | +209.6% |
| 1Y | +508.5% | +28.2% | +480.4% | +416.0% |
| All | +117.8% | +121.3% | -3.5% | +24.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling