-51.4%
OPEN vs AMDL
+47.6%
-99.0%
-86.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMDL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -21.8% | +22.3% | -44.1% | -25.5% |
| 7D | -22.2% | -26.2% | +4.0% | -19.9% |
| 30D | -38.3% | -57.1% | +18.8% | -30.9% |
| 3M | -59.4% | -29.8% | -29.5% | -58.9% |
| 6M | -74.4% | -22.2% | -52.1% | -76.1% |
| YTD | -76.0% | +142.1% | -218.1% | -83.5% |
| 1Y | -78.7% | +85.8% | -164.5% | -84.5% |
| All | -51.4% | +47.6% | -99.0% | -67.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling