-79.7%
AMIX vs AMDL
+384.9%
-464.6%
-89.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMDL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +9.2% | -11.1% | -6.0% |
| 7D | -13.7% | +4.5% | -18.3% | -15.8% |
| 30D | -62.1% | -4.4% | -57.7% | -61.5% |
| 3M | -46.2% | -30.5% | -15.7% | -38.4% |
| 6M | -46.4% | +300.9% | -347.3% | -51.4% |
| YTD | -60.3% | +219.9% | -280.2% | -63.7% |
| 1Y | -79.7% | +374.7% | -454.4% | -82.0% |
| All | -79.7% | +384.9% | -464.6% | -82.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AMDL.
Daily Out/Under-Performance
Portfolio return minus AMDL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMDL 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 1y: compounded portfolio wealth divided by compounded AMDL 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…
1y analysis · Full analysis span regression · 6 months rolling