+117.8%
AMDL vs IBN
+16.5%
+101.3%
-88.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.7% | -2.5% | +14.2% | +13.6% |
| 7D | +19.9% | -2.2% | +22.1% | +21.6% |
| 30D | +6.3% | -2.3% | +8.5% | +8.0% |
| 3M | -9.9% | +15.9% | -25.8% | -19.8% |
| 6M | +394.3% | +5.6% | +388.7% | +368.5% |
| YTD | +257.3% | -0.1% | +257.4% | +247.8% |
| 1Y | +508.5% | -6.5% | +515.1% | +513.5% |
| All | +117.8% | +16.5% | +101.3% | +83.4% |
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 2016-09-08 to 2026-09-08: 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling