+102.5%
AMDL vs GEN
+49.9%
+52.6%
-88.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -17.6% | +2.4% | -20.0% | -18.1% |
| 7D | +37.2% | +2.0% | +35.2% | +36.3% |
| 30D | -24.0% | +27.7% | -51.8% | -30.3% |
| 3M | -1.0% | +3.3% | -4.3% | -3.4% |
| 6M | -3.2% | +31.8% | -35.0% | -22.1% |
| YTD | +232.2% | +13.5% | +218.7% | +197.3% |
| 1Y | +137.7% | +16.0% | +121.7% | +106.3% |
| All | +102.5% | +49.9% | +52.6% | +58.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling