+95.0%
AMDL vs IBN
+19.5%
+75.5%
-88.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.2% | -0.7% | +9.9% | +9.8% |
| 7D | +4.5% | +1.4% | +3.1% | +3.3% |
| 30D | -4.4% | -0.3% | -4.1% | -4.0% |
| 3M | -30.5% | +17.1% | -47.6% | -38.4% |
| 6M | +300.9% | +3.4% | +297.5% | +285.2% |
| YTD | +219.9% | +2.5% | +217.4% | +206.1% |
| 1Y | +374.7% | -4.2% | +378.9% | +371.0% |
| All | +95.0% | +19.5% | +75.5% | +61.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling