+119.6%
AMDL vs RGEN
-10.1%
+129.7%
-88.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +14.3% | -0.8% | +15.1% | +14.8% |
| 7D | +18.5% | -3.1% | +21.6% | +23.1% |
| 30D | -24.2% | +0.1% | -24.3% | -21.7% |
| 3M | +11.5% | +4.8% | +6.7% | +10.5% |
| 6M | -1.0% | +48.9% | -49.9% | -23.9% |
| YTD | +260.3% | +5.3% | +254.9% | +245.5% |
| 1Y | +178.2% | +12.5% | +165.7% | +155.9% |
| All | +119.6% | -10.1% | +129.7% | +128.3% |
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