+374.7%
AMDL vs TROW
+0.2%
+374.5%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.2% | -1.0% | +10.2% | +10.7% |
| 7D | +4.5% | -1.3% | +5.9% | +6.6% |
| 30D | -4.4% | -4.5% | +0.1% | +2.2% |
| 3M | -30.5% | +3.9% | -34.4% | -39.1% |
| 6M | +300.9% | +22.6% | +278.3% | +159.0% |
| YTD | +219.9% | +10.1% | +209.8% | +154.8% |
| 1Y | +374.7% | +3.6% | +371.1% | +363.0% |
| All | +374.7% | +0.2% | +374.5% | +363.0% |
Cumulative growth
Daily Returns
Daily percentage return beside TROW.
Daily Out/Under-Performance
Portfolio return minus TROW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TROW 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 TROW 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