+131.0%
AMDL vs UUUU
+138.9%
-7.9%
-88.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.0% | -0.5% | +6.5% | +6.3% |
| 7D | +29.0% | +1.8% | +27.1% | +27.8% |
| 30D | +19.1% | +1.8% | +17.3% | +17.6% |
| 3M | +1.8% | +1.3% | +0.5% | +3.5% |
| 6M | +374.4% | -26.8% | +401.2% | +458.0% |
| YTD | +278.9% | +0.1% | +278.8% | +287.5% |
| 1Y | +510.6% | +11.2% | +499.3% | +434.6% |
| All | +131.0% | +138.9% | -7.9% | +16.9% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 UUUU 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