-1.0%
AMDL vs MDY
+1.3%
-2.3%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +14.3% | +0.8% | +13.5% | +8.8% |
| 7D | +18.5% | +0.2% | +18.3% | +29.0% |
| 30D | -24.2% | +2.1% | -26.4% | -25.4% |
| 3M | +11.5% | -3.6% | +15.1% | +64.5% |
| 6M | -1.0% | +1.7% | -2.7% | +11.1% |
| All | -1.0% | +1.3% | -2.3% | +11.1% |
Cumulative growth
Daily Returns
Daily percentage return beside MDY.
Daily Out/Under-Performance
Portfolio return minus MDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDY 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 6mo: compounded portfolio wealth divided by compounded MDY 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…
6mo analysis · Full analysis span regression · 6 months rolling