+20.7%
AMDL vs SUI
+6.2%
+14.5%
-88.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -34.9% | +0.7% | -35.6% | -34.5% |
| 7D | -52.7% | +8.8% | -61.5% | -50.6% |
| 30D | -65.3% | +8.9% | -74.2% | -63.6% |
| 3M | -40.8% | +2.0% | -42.9% | -38.9% |
| 6M | -12.9% | -0.6% | -12.2% | -9.8% |
| YTD | +98.0% | +1.3% | +96.7% | +104.6% |
| 1Y | +30.1% | +1.3% | +28.9% | +34.5% |
| All | +20.7% | +6.2% | +14.5% | +17.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling