+131.0%
AMDL vs SPXU
-70.3%
+201.2%
-88.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.0% | +1.4% | +4.6% | +8.2% |
| 7D | +29.0% | +1.3% | +27.7% | +30.6% |
| 30D | +19.1% | +5.1% | +14.0% | +28.4% |
| 3M | +1.8% | -9.1% | +10.9% | -2.3% |
| 6M | +374.4% | -29.6% | +404.0% | +261.8% |
| YTD | +278.9% | -27.7% | +306.6% | +217.2% |
| 1Y | +510.6% | -37.0% | +547.5% | +365.2% |
| All | +131.0% | -70.3% | +201.2% | +8.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 SPXU 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