+131.0%
AMDL vs TROW
+5.0%
+125.9%
-88.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.0% | -1.5% | +7.6% | +8.7% |
| 7D | +29.0% | -1.5% | +30.5% | +31.7% |
| 30D | +19.1% | -5.3% | +24.4% | +29.5% |
| 3M | +1.8% | +2.9% | -1.2% | -8.5% |
| 6M | +374.4% | +22.2% | +352.2% | +213.9% |
| YTD | +278.9% | +8.1% | +270.8% | +221.8% |
| 1Y | +510.6% | +5.8% | +504.8% | +445.5% |
| All | +131.0% | +5.0% | +125.9% | +92.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling