+102.5%
AMDL vs TECH
+1.9%
+100.6%
-88.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -17.6% | +0.1% | -17.6% | -17.6% |
| 7D | +37.2% | +0.1% | +37.1% | +37.1% |
| 30D | -24.0% | +0.5% | -24.6% | -24.2% |
| 3M | -1.0% | +1.1% | -2.1% | -1.4% |
| 6M | -3.2% | +62.8% | -66.0% | -18.6% |
| YTD | +232.2% | +24.5% | +207.8% | +190.5% |
| 1Y | +137.7% | +20.6% | +117.1% | +110.6% |
| All | +102.5% | +1.9% | +100.6% | +106.3% |
Cumulative growth
Daily Returns
Daily percentage return beside TECH.
Daily Out/Under-Performance
Portfolio return minus TECH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TECH 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 TECH 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