-4.8%
RMD vs AMDL
+62.4%
-67.2%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMDL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +22.3% | -24.0% | -1.1% |
| 7D | +2.3% | -26.2% | +28.5% | +1.9% |
| 30D | +4.1% | -57.1% | +61.2% | +2.1% |
| 3M | +5.7% | -29.8% | +35.6% | +5.8% |
| 6M | +12.9% | -22.2% | +35.1% | +13.6% |
| YTD | -1.5% | +142.1% | -143.6% | +1.4% |
| 1Y | -4.8% | +85.8% | -90.6% | -2.5% |
| All | -4.8% | +62.4% | -67.2% | -2.5% |
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