+38.3%
AVTR vs AMDL
+127.5%
-89.2%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMDL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +26.8% | -23.9% | +2.0% |
| 7D | +1.9% | +10.3% | -8.3% | +1.2% |
| 30D | +1.5% | -38.3% | +39.8% | +1.9% |
| 3M | +17.1% | -8.7% | +25.8% | +16.3% |
| 6M | +91.5% | -14.4% | +105.8% | +87.7% |
| YTD | +38.8% | +206.9% | -168.1% | +26.3% |
| All | +38.3% | +127.5% | -89.2% | +24.4% |
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