+109.1%
AMDL vs HIG
+12.7%
+96.3%
-53.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +2.4% | -0.7% | +8.0% |
| 7D | -30.7% | +6.2% | -36.9% | -17.7% |
| 30D | -43.8% | +9.4% | -53.2% | -26.2% |
| 3M | -24.5% | -2.3% | -22.2% | -24.3% |
| 6M | +44.7% | +4.2% | +40.5% | +87.0% |
| YTD | +204.0% | +1.6% | +202.4% | +298.0% |
| 1Y | +109.1% | +9.9% | +99.2% | +184.0% |
| All | +109.1% | +12.7% | +96.3% | +184.0% |
Cumulative growth
Daily Returns
Daily percentage return beside HIG.
Daily Out/Under-Performance
Portfolio return minus HIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HIG 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 HIG 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