+178.2%
AMDL vs SM
+72.9%
+105.2%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +14.3% | +5.6% | +8.8% | +16.1% |
| 7D | +18.5% | +0.3% | +18.2% | +17.6% |
| 30D | -24.2% | -17.3% | -6.9% | -29.6% |
| 3M | +11.5% | -3.6% | +15.1% | +11.5% |
| 6M | -1.0% | +2.9% | -3.9% | +7.0% |
| YTD | +260.3% | +70.2% | +190.1% | +336.2% |
| 1Y | +178.2% | +66.5% | +111.6% | +241.8% |
| All | +178.2% | +72.9% | +105.2% | +241.8% |
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