+109.1%
AMDL vs EFV
+25.8%
+83.2%
-53.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EFV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +3.1% | -1.5% | -9.0% |
| 7D | -30.7% | +2.9% | -33.6% | -37.5% |
| 30D | -43.8% | +3.6% | -47.3% | -50.4% |
| 3M | -24.5% | -0.1% | -24.4% | -24.7% |
| 6M | +44.7% | +9.6% | +35.1% | +13.6% |
| YTD | +204.0% | +17.0% | +187.0% | +90.5% |
| 1Y | +109.1% | +25.7% | +83.4% | +1.1% |
| All | +109.1% | +25.8% | +83.2% | +1.1% |
Cumulative growth
Daily Returns
Daily percentage return beside EFV.
Daily Out/Under-Performance
Portfolio return minus EFV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EFV 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 EFV 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