+109.1%
AMDL vs ITOT
+14.7%
+94.4%
-53.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.5% | +0.1% | -8.4% |
| 7D | -30.7% | -0.7% | -30.1% | -25.9% |
| 30D | -43.8% | -1.1% | -42.7% | -36.5% |
| 3M | -24.5% | -0.8% | -23.7% | -15.5% |
| 6M | +44.7% | +7.0% | +37.7% | +21.0% |
| YTD | +204.0% | +13.3% | +190.7% | +108.7% |
| 1Y | +109.1% | +14.8% | +94.2% | +36.8% |
| All | +109.1% | +14.7% | +94.4% | +36.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ITOT.
Daily Out/Under-Performance
Portfolio return minus ITOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ITOT 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 ITOT 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