+124.4%
AMDL vs HIG
+6.8%
+117.6%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +26.8% | +0.6% | +26.1% | +28.5% |
| 7D | +10.3% | -0.5% | +10.7% | +8.2% |
| 30D | -38.3% | +4.5% | -42.7% | -28.4% |
| 3M | -8.7% | -5.5% | -3.3% | -17.0% |
| 6M | -14.4% | +3.1% | -17.5% | +6.5% |
| YTD | +206.9% | -0.8% | +207.8% | +276.0% |
| All | +124.4% | +6.8% | +117.6% | +188.2% |
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