+117.8%
AMDL vs RGEN
-12.2%
+130.0%
-88.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.7% | +0.6% | +11.1% | +11.4% |
| 7D | +19.9% | -0.9% | +20.8% | +20.4% |
| 30D | +6.3% | +2.8% | +3.4% | +4.2% |
| 3M | -9.9% | +34.5% | -44.4% | -27.9% |
| 6M | +394.3% | +40.5% | +353.9% | +276.5% |
| YTD | +257.3% | +2.8% | +254.4% | +240.0% |
| 1Y | +508.5% | +39.6% | +468.9% | +373.2% |
| All | +117.8% | -12.2% | +130.0% | +124.6% |
Cumulative growth
Daily Returns
Daily percentage return beside RGEN.
Daily Out/Under-Performance
Portfolio return minus RGEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RGEN 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 10y: compounded portfolio wealth divided by compounded RGEN 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…
10y analysis · Full analysis span regression · 6 months rolling