+85.8%
AMDL vs LII
-29.2%
+115.1%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | +22.3% | -2.0% | +24.2% | +23.3% |
| 7D | -26.2% | -0.6% | -25.6% | -25.7% |
| 30D | -57.1% | -4.6% | -52.5% | -56.6% |
| 3M | -29.8% | -21.2% | -8.6% | -18.9% |
| 6M | -22.2% | -36.4% | +14.2% | +4.7% |
| YTD | +142.1% | -28.9% | +171.1% | +216.3% |
| 1Y | +85.8% | -29.5% | +115.4% | +145.8% |
| All | +85.8% | -29.2% | +115.1% | +145.8% |
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