+92.1%
AMDL vs ITOT
+49.3%
+42.8%
-88.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -0.4% | +3.1% | +4.6% |
| 7D | +5.4% | -0.5% | +5.9% | +17.5% |
| 30D | -36.6% | -3.4% | -33.2% | -15.2% |
| 3M | -1.0% | -3.1% | +2.1% | +31.6% |
| 6M | -12.1% | +2.2% | -14.3% | +3.2% |
| YTD | +215.1% | +11.0% | +204.1% | +186.0% |
| 1Y | +130.4% | +11.4% | +119.0% | +110.2% |
| All | +92.1% | +49.3% | +42.8% | -32.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling