+37.4%
JCI vs AMDL
+505.2%
-467.9%
-12.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2025-09-08 to 2026-09-08.
| Period | Portfolio | AMDL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +11.7% | -10.7% | +0.1% |
| 7D | +5.1% | +19.9% | -14.8% | +3.5% |
| 30D | -3.8% | +6.3% | -10.1% | -4.5% |
| 3M | +1.9% | -9.9% | +11.8% | +1.1% |
| 6M | +11.2% | +394.3% | -383.1% | -2.0% |
| YTD | +22.9% | +257.3% | -234.4% | +8.3% |
| 1Y | +37.4% | +508.5% | -471.2% | +21.0% |
| All | +37.4% | +505.2% | -467.9% | +21.0% |
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 2025-09-08 to 2026-09-08: 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…
2025-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling