+510.6%
AMDL vs ITOT
+18.5%
+492.1%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.0% | -0.5% | +6.6% | +9.3% |
| 7D | +29.0% | -0.4% | +29.3% | +30.3% |
| 30D | +19.1% | -1.6% | +20.7% | +29.8% |
| 3M | +1.8% | +3.5% | -1.8% | -11.4% |
| 6M | +374.4% | +13.1% | +361.3% | +196.6% |
| YTD | +278.9% | +12.7% | +266.2% | +149.3% |
| 1Y | +510.6% | +18.3% | +492.3% | +299.6% |
| All | +510.6% | +18.5% | +492.1% | +299.6% |
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