+87.1%
AMDL vs INDA
+1.9%
+85.2%
-88.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +26.8% | +1.0% | +25.8% | +24.3% |
| 7D | +10.3% | +6.1% | +4.1% | -2.9% |
| 30D | -38.3% | +11.7% | -50.0% | -52.9% |
| 3M | -8.7% | +2.1% | -10.8% | -12.9% |
| 6M | -14.4% | +3.2% | -17.5% | -18.8% |
| YTD | +206.9% | -4.9% | +211.8% | +253.6% |
| 1Y | +144.4% | -4.4% | +148.7% | +177.9% |
| All | +87.1% | +1.9% | +85.2% | +63.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling