-52.6%
OPEN vs AMDL
+119.6%
-172.2%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMDL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +14.3% | -10.1% | +1.9% |
| 7D | -31.1% | +18.5% | -49.6% | -34.6% |
| 30D | -34.7% | -24.2% | -10.5% | -33.9% |
| 3M | -61.9% | +11.5% | -73.4% | -64.5% |
| 6M | -71.9% | -1.0% | -70.8% | -74.6% |
| YTD | -76.6% | +260.3% | -336.8% | -85.0% |
| 1Y | -83.9% | +178.2% | -262.1% | -89.1% |
| All | -52.6% | +119.6% | -172.2% | -70.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling