+109.1%
AMDL vs LII
-26.0%
+135.1%
-53.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +3.6% | -1.9% | -0.2% |
| 7D | -30.7% | +7.9% | -38.6% | -33.7% |
| 30D | -43.8% | -0.6% | -43.2% | -44.7% |
| 3M | -24.5% | -19.3% | -5.2% | -14.1% |
| 6M | +44.7% | -29.8% | +74.5% | +84.0% |
| YTD | +204.0% | -25.4% | +229.4% | +284.1% |
| 1Y | +109.1% | -26.2% | +135.3% | +167.5% |
| All | +109.1% | -26.0% | +135.1% | +167.5% |
Cumulative growth
Daily Returns
Daily percentage return beside LII.
Daily Out/Under-Performance
Portfolio return minus LII return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LII 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 LII 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