+87.1%
AMDL vs SPXU
-69.3%
+156.4%
-88.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +26.8% | -7.0% | +33.8% | +15.1% |
| 7D | +10.3% | -1.5% | +11.7% | +20.3% |
| 30D | -38.3% | +9.7% | -47.9% | -15.7% |
| 3M | -8.7% | +8.4% | -17.2% | +25.5% |
| 6M | -14.4% | -5.7% | -8.6% | +10.7% |
| YTD | +206.9% | -25.4% | +232.4% | +227.3% |
| 1Y | +144.4% | -28.9% | +173.3% | +154.0% |
| All | +87.1% | -69.3% | +156.4% | +11.9% |
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