-91.3%
AMIX vs AMDL
+44.1%
-135.4%
-93.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMDL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -34.9% | +29.3% | +10.5% |
| 7D | -25.5% | -52.7% | +27.2% | +0.5% |
| 30D | -56.2% | -65.3% | +9.1% | -33.0% |
| 3M | -87.4% | -40.8% | -46.6% | -86.1% |
| 6M | -80.9% | -12.9% | -68.0% | -77.2% |
| YTD | -86.8% | +98.0% | -184.8% | -86.1% |
| 1Y | -91.3% | +30.1% | -121.5% | -90.5% |
| All | -91.3% | +44.1% | -135.4% | -90.5% |
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