+124.4%
AMDL vs LTH
+83.5%
+40.9%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LTH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +26.8% | -0.5% | +27.3% | +27.0% |
| 7D | +10.3% | +7.0% | +3.3% | +5.6% |
| 30D | -38.3% | +15.4% | -53.7% | -43.5% |
| 3M | -8.7% | +7.0% | -15.8% | -12.7% |
| 6M | -14.4% | +46.9% | -61.2% | -43.6% |
| YTD | +206.9% | +76.4% | +130.5% | +80.3% |
| All | +124.4% | +83.5% | +40.9% | +33.8% |
Cumulative growth
Daily Returns
Daily percentage return beside LTH.
Daily Out/Under-Performance
Portfolio return minus LTH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LTH 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 LTH 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