+117.8%
AMDL vs TRU
+1.9%
+115.9%
-88.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.7% | -2.8% | +14.5% | +13.3% |
| 7D | +19.9% | -7.2% | +27.1% | +24.3% |
| 30D | +6.3% | -2.8% | +9.1% | +6.5% |
| 3M | -9.9% | +13.0% | -22.9% | -23.5% |
| 6M | +394.3% | +0.7% | +393.6% | +350.6% |
| YTD | +257.3% | -9.0% | +266.3% | +243.3% |
| 1Y | +508.5% | -16.3% | +524.9% | +519.2% |
| All | +117.8% | +1.9% | +115.9% | +83.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling