+47.6%
AMDL vs LII
-26.1%
+73.6%
-88.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | +22.3% | -2.0% | +24.2% | +24.0% |
| 7D | -26.2% | -0.6% | -25.6% | -25.6% |
| 30D | -57.1% | -4.6% | -52.5% | -56.4% |
| 3M | -29.8% | -21.2% | -8.6% | -15.1% |
| 6M | -22.2% | -36.4% | +14.2% | +15.0% |
| YTD | +142.1% | -28.9% | +171.1% | +208.2% |
| 1Y | +85.8% | -29.5% | +115.4% | +137.4% |
| All | +47.6% | -26.1% | +73.6% | +56.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling