+374.7%
AMDL vs SM
+36.8%
+338.0%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.2% | -3.1% | +12.3% | +8.1% |
| 7D | +4.5% | -0.5% | +5.0% | +4.5% |
| 30D | -4.4% | +25.6% | -30.0% | +4.0% |
| 3M | -30.5% | +8.0% | -38.5% | -25.8% |
| 6M | +300.9% | +50.8% | +250.1% | +360.9% |
| YTD | +219.9% | +97.9% | +122.1% | +289.1% |
| 1Y | +374.7% | +33.8% | +340.9% | +524.0% |
| All | +374.7% | +36.8% | +338.0% | +524.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SM.
Daily Out/Under-Performance
Portfolio return minus SM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SM 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 SM 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