+109.1%
AMDL vs SUI
+1.6%
+107.4%
-53.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +5.2% | -3.5% | +10.0% |
| 7D | -30.7% | +10.0% | -40.8% | -18.0% |
| 30D | -43.8% | +8.4% | -52.2% | -33.8% |
| 3M | -24.5% | +0.7% | -25.2% | -19.2% |
| 6M | +44.7% | -0.9% | +45.6% | +59.2% |
| YTD | +204.0% | +0.6% | +203.3% | +238.2% |
| 1Y | +109.1% | +0.8% | +108.3% | +131.0% |
| All | +109.1% | +1.6% | +107.4% | +131.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 SUI 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