+119.6%
AMDL vs FHN
+73.9%
+45.7%
-88.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FHN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +14.3% | -0.1% | +14.5% | +14.5% |
| 7D | +18.5% | -0.9% | +19.4% | +21.4% |
| 30D | -24.2% | +2.0% | -26.3% | -24.9% |
| 3M | +11.5% | -6.8% | +18.3% | +20.5% |
| 6M | -1.0% | -0.8% | -0.2% | -0.3% |
| YTD | +260.3% | +0.6% | +259.7% | +255.7% |
| 1Y | +178.2% | +11.5% | +166.6% | +145.8% |
| All | +119.6% | +73.9% | +45.7% | +55.6% |
Cumulative growth
Daily Returns
Daily percentage return beside FHN.
Daily Out/Under-Performance
Portfolio return minus FHN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FHN 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 10y: compounded portfolio wealth divided by compounded FHN 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…
10y analysis · Full analysis span regression · 6 months rolling