+115.6%
AMDL vs TROW
+4.8%
+110.7%
-88.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -0.2% | -6.5% | -6.4% |
| 7D | +20.7% | -3.0% | +23.7% | +26.7% |
| 30D | +9.4% | -5.5% | +14.9% | +19.4% |
| 3M | +5.6% | +2.3% | +3.4% | -3.7% |
| 6M | +340.3% | +23.9% | +316.4% | +184.1% |
| YTD | +253.6% | +7.9% | +245.7% | +201.3% |
| 1Y | +443.4% | +6.1% | +437.3% | +383.0% |
| All | +115.6% | +4.8% | +110.7% | +80.4% |
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 2016-09-10 to 2026-09-10: 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling