+47.6%
AMDL vs FND
-57.7%
+105.3%
-88.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +22.3% | -0.4% | +22.7% | +22.5% |
| 7D | -26.2% | +7.7% | -33.9% | -28.6% |
| 30D | -57.1% | +11.9% | -68.9% | -59.4% |
| 3M | -29.8% | -14.6% | -15.3% | -24.4% |
| 6M | -22.2% | +0.5% | -22.7% | -25.4% |
| YTD | +142.1% | -15.8% | +158.0% | +149.0% |
| 1Y | +85.8% | -12.9% | +98.8% | +86.9% |
| All | +47.6% | -57.7% | +105.3% | +85.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling