+130.4%
AMDL vs SUI
-2.0%
+132.3%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -0.9% | +3.6% | +1.1% |
| 7D | +5.4% | +3.4% | +2.0% | +12.0% |
| 30D | -36.6% | +4.6% | -41.2% | -28.6% |
| 3M | -1.0% | +1.6% | -2.6% | +8.7% |
| 6M | -12.1% | -3.5% | -8.6% | -5.1% |
| YTD | +215.1% | -1.0% | +216.1% | +245.3% |
| 1Y | +130.4% | -1.7% | +132.1% | +152.6% |
| All | +130.4% | -2.0% | +132.3% | +152.6% |
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