+89.0%
ROIV vs AMDL
+62.4%
+26.6%
-20.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMDL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +22.3% | -16.1% | +3.8% |
| 7D | +5.3% | -26.2% | +31.5% | +7.6% |
| 30D | +11.9% | -57.1% | +69.0% | +19.8% |
| 3M | +10.7% | -29.8% | +40.6% | +11.3% |
| 6M | +34.9% | -22.2% | +57.1% | +29.2% |
| YTD | +79.2% | +142.1% | -63.0% | +38.1% |
| 1Y | +89.0% | +85.8% | +3.2% | +47.3% |
| All | +89.0% | +62.4% | +26.6% | +47.3% |
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 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