+137.7%
AMDL vs TAP
-7.2%
+145.0%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -17.6% | +3.2% | -20.8% | -13.2% |
| 7D | +37.2% | +1.3% | +35.9% | +41.6% |
| 30D | -24.0% | +5.7% | -29.8% | -14.1% |
| 3M | -1.0% | -1.9% | +0.9% | +5.4% |
| 6M | -3.2% | +0.9% | -4.1% | +11.4% |
| YTD | +232.2% | -9.5% | +241.7% | +259.6% |
| 1Y | +137.7% | -9.0% | +146.7% | +155.3% |
| All | +137.7% | -7.2% | +145.0% | +155.3% |
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