+109.1%
AMDL vs IBN
+4.2%
+104.9%
-53.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +3.8% | -2.1% | 0.0% |
| 7D | -30.7% | +8.9% | -39.6% | -33.7% |
| 30D | -43.8% | +12.6% | -56.4% | -48.4% |
| 3M | -24.5% | +3.1% | -27.6% | -25.7% |
| 6M | +44.7% | +20.6% | +24.1% | +24.8% |
| YTD | +204.0% | +5.8% | +198.2% | +158.5% |
| 1Y | +109.1% | +3.7% | +105.4% | +74.2% |
| All | +109.1% | +4.2% | +104.9% | +74.2% |
Cumulative growth
Daily Returns
Daily percentage return beside IBN.
Daily Out/Under-Performance
Portfolio return minus IBN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBN 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 IBN 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