+95.0%
AMDL vs FGI
+3.6%
+91.4%
-88.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.2% | +7.5% | +1.6% | +9.0% |
| 7D | +4.5% | +0.5% | +4.0% | +4.5% |
| 30D | -4.4% | +65.4% | -69.8% | -6.6% |
| 3M | -30.5% | +23.5% | -54.0% | -31.8% |
| 6M | +300.9% | +60.5% | +240.4% | +290.6% |
| YTD | +219.9% | +30.0% | +189.9% | +212.6% |
| 1Y | +374.7% | +82.1% | +292.6% | +376.3% |
| All | +95.0% | +3.6% | +91.4% | +113.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling