+137.7%
AMDL vs FGI
+17.8%
+120.0%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -17.6% | -25.2% | +7.6% | -16.0% |
| 7D | +37.2% | -14.4% | +51.6% | +38.9% |
| 30D | -24.0% | -11.8% | -12.3% | -23.1% |
| 3M | -1.0% | -46.2% | +45.2% | +1.8% |
| 6M | -3.2% | +5.2% | -8.4% | -6.7% |
| YTD | +232.2% | +10.5% | +221.7% | +214.3% |
| 1Y | +137.7% | +25.5% | +112.2% | +117.0% |
| All | +137.7% | +17.8% | +120.0% | +117.0% |
Cumulative growth
Daily Returns
Daily percentage return beside FGI.
Daily Out/Under-Performance
Portfolio return minus FGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FGI 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 FGI 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