+117.8%
AMDL vs INDA
-2.7%
+120.5%
-88.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.7% | -1.6% | +13.3% | +15.7% |
| 7D | +19.9% | -1.0% | +20.9% | +22.2% |
| 30D | +6.3% | -2.5% | +8.8% | +12.9% |
| 3M | -9.9% | +4.0% | -13.9% | -16.7% |
| 6M | +394.3% | -1.8% | +396.1% | +435.3% |
| YTD | +257.3% | -9.2% | +266.5% | +358.4% |
| 1Y | +508.5% | -7.2% | +515.7% | +644.0% |
| All | +117.8% | -2.7% | +120.5% | +112.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling