+443.4%
AMDL vs INVH
-4.7%
+448.1%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -2.2% | -4.5% | -9.0% |
| 7D | +20.7% | -3.1% | +23.8% | +16.5% |
| 30D | +9.4% | -7.5% | +16.9% | +0.6% |
| 3M | +5.6% | -6.3% | +11.9% | +0.1% |
| 6M | +340.3% | +9.4% | +330.8% | +363.1% |
| YTD | +253.6% | +1.4% | +252.2% | +258.1% |
| 1Y | +443.4% | -4.1% | +447.5% | +371.3% |
| All | +443.4% | -4.7% | +448.1% | +371.3% |
Cumulative growth
Daily Returns
Daily percentage return beside INVH.
Daily Out/Under-Performance
Portfolio return minus INVH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INVH 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 INVH 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