+117.8%
AMDL vs FND
-60.5%
+178.3%
-88.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.7% | -4.6% | +16.3% | +14.1% |
| 7D | +19.9% | +0.4% | +19.6% | +19.3% |
| 30D | +6.3% | -23.6% | +29.8% | +21.7% |
| 3M | -9.9% | +4.3% | -14.2% | -16.2% |
| 6M | +394.3% | -20.3% | +414.6% | +435.1% |
| YTD | +257.3% | -21.3% | +278.6% | +280.8% |
| 1Y | +508.5% | -45.4% | +553.9% | +698.6% |
| All | +117.8% | -60.5% | +178.3% | +182.9% |
Cumulative growth
Daily Returns
Daily percentage return beside FND.
Daily Out/Under-Performance
Portfolio return minus FND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FND 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 FND 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