+20.7%
AMDL vs IBB
+55.4%
-34.7%
-88.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -34.9% | -5.0% | -29.8% | -26.1% |
| 7D | -52.7% | -3.6% | -49.1% | -47.4% |
| 30D | -65.3% | +3.4% | -68.7% | -65.6% |
| 3M | -40.8% | +9.5% | -50.3% | -49.4% |
| 6M | -12.9% | +23.3% | -36.2% | -40.4% |
| YTD | +98.0% | +24.5% | +73.5% | +33.0% |
| 1Y | +30.1% | +32.9% | -2.8% | -23.3% |
| All | +20.7% | +55.4% | -34.7% | -45.7% |
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