+271.0%
ROIV vs AMDL
+20.7%
+250.3%
-28.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMDL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -34.9% | +30.7% | -1.1% |
| 7D | -2.4% | -52.7% | +50.3% | +3.3% |
| 30D | +3.1% | -65.3% | +68.4% | +11.6% |
| 3M | +5.8% | -40.8% | +46.7% | +8.4% |
| 6M | +29.3% | -12.9% | +42.2% | +24.3% |
| YTD | +68.8% | +98.0% | -29.3% | +46.3% |
| 1Y | +81.0% | +30.1% | +50.9% | +61.0% |
| All | +271.0% | +20.7% | +250.3% | +188.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling