+95.0%
AMDL vs INVH
-10.4%
+105.4%
-88.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.2% | -0.2% | +9.4% | +9.2% |
| 7D | +4.5% | -2.9% | +7.4% | +4.9% |
| 30D | -4.4% | -6.9% | +2.5% | -3.7% |
| 3M | -30.5% | -2.7% | -27.8% | -31.2% |
| 6M | +300.9% | +8.2% | +292.7% | +279.3% |
| YTD | +219.9% | +4.5% | +215.5% | +207.3% |
| 1Y | +374.7% | -2.3% | +377.0% | +377.6% |
| All | +95.0% | -10.4% | +105.4% | +102.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling