-40.8%
AMDL vs SUI
+1.4%
-42.3%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3mo.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -34.9% | +0.7% | -35.6% | -33.6% |
| 7D | -52.7% | +8.8% | -61.5% | -43.6% |
| 30D | -65.3% | +8.9% | -74.2% | -59.3% |
| 3M | -40.8% | +2.0% | -42.9% | -27.1% |
| All | -40.8% | +1.4% | -42.3% | -27.1% |
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 3mo: 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…
3mo analysis · Full analysis span regression · Available span rolling