+102.5%
AMDL vs SPXU
-69.5%
+172.0%
-88.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -17.6% | +1.2% | -18.8% | -15.5% |
| 7D | +37.2% | -7.6% | +44.8% | +24.5% |
| 30D | -24.0% | +5.3% | -29.4% | -2.3% |
| 3M | -1.0% | +9.6% | -10.7% | +39.7% |
| 6M | -3.2% | -4.5% | +1.3% | +28.6% |
| YTD | +232.2% | -25.9% | +258.1% | +254.2% |
| 1Y | +137.7% | -28.9% | +166.6% | +146.7% |
| All | +102.5% | -69.5% | +172.0% | +21.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling