+131.0%
AMDL vs INVH
-11.0%
+142.0%
-88.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.0% | -0.1% | +6.2% | +6.1% |
| 7D | +29.0% | -2.3% | +31.2% | +29.2% |
| 30D | +19.1% | -5.7% | +24.8% | +19.7% |
| 3M | +1.8% | -4.5% | +6.2% | +1.5% |
| 6M | +374.4% | +11.0% | +363.4% | +342.8% |
| YTD | +278.9% | +3.7% | +275.2% | +264.2% |
| 1Y | +510.6% | -2.8% | +513.4% | +513.2% |
| All | +131.0% | -11.0% | +142.0% | +140.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling