+124.4%
AMDL vs TAP
-10.2%
+134.6%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +26.8% | -1.2% | +28.0% | +25.2% |
| 7D | +10.3% | -7.8% | +18.1% | -0.8% |
| 30D | -38.3% | +7.1% | -45.4% | -30.0% |
| 3M | -8.7% | -7.0% | -1.7% | -10.2% |
| 6M | -14.4% | -3.8% | -10.6% | -6.5% |
| YTD | +206.9% | -11.7% | +218.6% | +225.6% |
| All | +124.4% | -10.2% | +134.6% | +138.5% |
Cumulative growth
Daily Returns
Daily percentage return beside TAP.
Daily Out/Under-Performance
Portfolio return minus TAP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TAP 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 TAP 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