+85.8%
AMDL vs SUI
-0.1%
+86.0%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +22.3% | -1.5% | +23.7% | +19.7% |
| 7D | -26.2% | +6.2% | -32.4% | -17.0% |
| 30D | -57.1% | +8.6% | -65.7% | -48.8% |
| 3M | -29.8% | +1.0% | -30.8% | -23.6% |
| 6M | -22.2% | -2.6% | -19.6% | -14.8% |
| YTD | +142.1% | -0.1% | +142.3% | +171.1% |
| 1Y | +85.8% | +0.5% | +85.4% | +107.9% |
| All | +85.8% | -0.1% | +86.0% | +107.9% |
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