+85.3%
AMDL vs DOC
+38.4%
+46.9%
-88.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +3.1% | -1.4% | +0.3% |
| 7D | -30.7% | +8.7% | -39.5% | -33.4% |
| 30D | -43.8% | +7.6% | -51.4% | -46.1% |
| 3M | -24.5% | -5.3% | -19.2% | -22.7% |
| 6M | +44.7% | +27.6% | +17.1% | +19.7% |
| YTD | +204.0% | +32.4% | +171.6% | +147.8% |
| 1Y | +109.1% | +22.9% | +86.2% | +75.0% |
| All | +85.3% | +38.4% | +46.9% | +42.9% |
Cumulative growth
Daily Returns
Daily percentage return beside DOC.
Daily Out/Under-Performance
Portfolio return minus DOC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOC 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 DOC 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