-91.6%
AMIX vs AMDL
+108.7%
-200.2%
-93.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMDL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +1.7% | -4.7% | -3.8% |
| 7D | -25.1% | -30.7% | +5.6% | -11.7% |
| 30D | -54.5% | -43.8% | -10.8% | -42.4% |
| 3M | -91.7% | -24.5% | -67.2% | -91.1% |
| 6M | -79.4% | +44.7% | -124.1% | -79.1% |
| YTD | -86.1% | +204.0% | -290.0% | -87.3% |
| 1Y | -91.6% | +109.1% | -200.6% | -92.2% |
| All | -91.6% | +108.7% | -200.2% | -92.2% |
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