+124.4%
AMDL vs GEN
+17.6%
+106.8%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +26.8% | 0.0% | +26.7% | +26.8% |
| 7D | +10.3% | -0.3% | +10.6% | +10.2% |
| 30D | -38.3% | +28.2% | -66.4% | -33.4% |
| 3M | -8.7% | +2.6% | -11.3% | -6.7% |
| 6M | -14.4% | +32.7% | -47.1% | -14.7% |
| YTD | +206.9% | +11.3% | +195.7% | +133.8% |
| All | +124.4% | +17.6% | +106.8% | +79.3% |
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