+102.5%
AMDL vs INVH
-14.3%
+116.8%
-88.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -17.6% | +0.8% | -18.3% | -17.5% |
| 7D | +37.2% | -0.9% | +38.1% | +37.2% |
| 30D | -24.0% | +1.2% | -25.2% | -24.2% |
| 3M | -1.0% | -10.4% | +9.4% | 0.0% |
| 6M | -3.2% | -3.6% | +0.4% | -5.1% |
| YTD | +232.2% | -0.1% | +232.3% | +220.4% |
| 1Y | +137.7% | -0.7% | +138.4% | +129.8% |
| All | +102.5% | -14.3% | +116.8% | +111.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling