+131.0%
AMDL vs TRU
+1.1%
+129.9%
-88.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.0% | -0.8% | +6.8% | +6.5% |
| 7D | +29.0% | -6.5% | +35.4% | +33.0% |
| 30D | +19.1% | -2.5% | +21.6% | +19.0% |
| 3M | +1.8% | +10.4% | -8.6% | -12.0% |
| 6M | +374.4% | +1.6% | +372.7% | +328.4% |
| YTD | +278.9% | -9.7% | +288.6% | +265.6% |
| 1Y | +510.6% | -17.3% | +527.8% | +526.5% |
| All | +131.0% | +1.1% | +129.9% | +95.0% |
Cumulative growth
Daily Returns
Daily percentage return beside TRU.
Daily Out/Under-Performance
Portfolio return minus TRU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRU 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 10y: compounded portfolio wealth divided by compounded TRU 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…
10y analysis · Full analysis span regression · 6 months rolling