+374.7%
AMDL vs INDA
-5.0%
+379.7%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.2% | 0.0% | +9.2% | +9.3% |
| 7D | +4.5% | +0.7% | +3.8% | +2.5% |
| 30D | -4.4% | -0.8% | -3.6% | -2.2% |
| 3M | -30.5% | +3.9% | -34.4% | -35.1% |
| 6M | +300.9% | -0.7% | +301.6% | +314.8% |
| YTD | +219.9% | -7.7% | +227.6% | +285.8% |
| 1Y | +374.7% | -5.1% | +379.8% | +396.4% |
| All | +374.7% | -5.0% | +379.7% | +396.4% |
Cumulative growth
Daily Returns
Daily percentage return beside INDA.
Daily Out/Under-Performance
Portfolio return minus INDA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INDA 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 INDA 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