+510.6%
AMDL vs RJF
+7.7%
+502.9%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RJF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.0% | -0.6% | +6.7% | +6.2% |
| 7D | +29.0% | -0.3% | +29.2% | +28.8% |
| 30D | +19.1% | -2.0% | +21.1% | +19.7% |
| 3M | +1.8% | +16.3% | -14.6% | -6.6% |
| 6M | +374.4% | +16.9% | +357.5% | +332.2% |
| YTD | +278.9% | +10.4% | +268.5% | +248.8% |
| 1Y | +510.6% | +7.4% | +503.2% | +479.4% |
| All | +510.6% | +7.7% | +502.9% | +479.4% |
Cumulative growth
Daily Returns
Daily percentage return beside RJF.
Daily Out/Under-Performance
Portfolio return minus RJF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RJF 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 RJF 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