+87.1%
AMDL vs IBB
+62.4%
+24.7%
-88.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +26.8% | +2.8% | +24.0% | +21.7% |
| 7D | +10.3% | +2.7% | +7.6% | +10.8% |
| 30D | -38.3% | +6.3% | -44.6% | -40.9% |
| 3M | -8.7% | +11.1% | -19.8% | -22.5% |
| 6M | -14.4% | +29.2% | -43.6% | -46.0% |
| YTD | +206.9% | +30.2% | +176.7% | +92.9% |
| 1Y | +144.4% | +39.5% | +104.9% | +33.8% |
| All | +87.1% | +62.4% | +24.7% | -21.2% |
Cumulative growth
Daily Returns
Daily percentage return beside IBB.
Daily Out/Under-Performance
Portfolio return minus IBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBB 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 5y: compounded portfolio wealth divided by compounded IBB 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…
5y analysis · Full analysis span regression · 6 months rolling