+145.7%
AMDL vs COO
-38.6%
+184.3%
-88.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | COO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | -1.2% | +13.0% | +12.0% |
| 7D | +103.5% | -2.1% | +105.6% | +103.9% |
| 30D | -18.3% | +13.9% | -32.2% | -19.7% |
| 3M | +20.1% | -18.9% | +39.0% | +24.9% |
| 6M | +15.9% | +3.7% | +12.2% | +9.5% |
| YTD | +303.0% | -24.1% | +327.1% | +338.1% |
| 1Y | +164.0% | -14.2% | +178.2% | +167.3% |
| All | +145.7% | -38.6% | +184.3% | +143.0% |
Cumulative growth
Daily Returns
Daily percentage return beside COO.
Daily Out/Under-Performance
Portfolio return minus COO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COO 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 COO 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