+164.0%
AMDL vs EFV
+19.3%
+144.7%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EFV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | -0.1% | +12.0% | +12.4% |
| 7D | +103.5% | +0.7% | +102.8% | +98.7% |
| 30D | -18.3% | +2.0% | -20.3% | -21.4% |
| 3M | +20.1% | -1.6% | +21.7% | +31.0% |
| 6M | +15.9% | +5.8% | +10.1% | +2.4% |
| YTD | +303.0% | +15.6% | +287.4% | +179.2% |
| 1Y | +164.0% | +19.0% | +145.0% | +69.9% |
| All | +164.0% | +19.3% | +144.7% | +69.9% |
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