+374.7%
AMDL vs GEN
+5.4%
+369.3%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.2% | -2.2% | +11.4% | +8.9% |
| 7D | +4.5% | -1.2% | +5.7% | +4.4% |
| 30D | -4.4% | +10.1% | -14.5% | -3.3% |
| 3M | -30.5% | +16.1% | -46.6% | -28.3% |
| 6M | +300.9% | +38.9% | +262.0% | +275.5% |
| YTD | +219.9% | +14.4% | +205.5% | +174.0% |
| 1Y | +374.7% | +5.9% | +368.8% | +259.1% |
| All | +374.7% | +5.4% | +369.3% | +259.1% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 GEN 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