+102.5%
AMDL vs TRU
+6.5%
+96.0%
-88.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -17.6% | +0.1% | -17.7% | -17.6% |
| 7D | +37.2% | 0.0% | +37.2% | +37.3% |
| 30D | -24.0% | +21.3% | -45.3% | -32.8% |
| 3M | -1.0% | +0.2% | -1.3% | -4.9% |
| 6M | -3.2% | +22.4% | -25.6% | -24.9% |
| YTD | +232.2% | -4.8% | +237.1% | +203.3% |
| 1Y | +137.7% | -0.2% | +137.9% | +103.8% |
| All | +102.5% | +6.5% | +96.0% | +61.8% |
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