+124.4%
AMDL vs SPXU
-27.0%
+151.4%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +26.8% | -7.0% | +33.8% | +10.6% |
| 7D | +10.3% | -1.5% | +11.7% | +21.4% |
| 30D | -38.3% | +9.7% | -47.9% | -8.1% |
| 3M | -8.7% | +8.4% | -17.2% | +36.1% |
| 6M | -14.4% | -5.7% | -8.6% | +14.1% |
| YTD | +206.9% | -25.4% | +232.4% | +231.8% |
| All | +124.4% | -27.0% | +151.4% | +150.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling