-59.8%
SMCI vs AMDL
+117.8%
-177.6%
-82.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMDL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +11.7% | -10.0% | -2.9% |
| 7D | +9.7% | +19.9% | -10.3% | +1.8% |
| 30D | +29.3% | +6.3% | +23.1% | +25.3% |
| 3M | -8.5% | -9.9% | +1.4% | -10.2% |
| 6M | +28.6% | +394.3% | -365.7% | -38.0% |
| YTD | +37.5% | +257.3% | -219.8% | -31.7% |
| 1Y | +0.5% | +508.5% | -508.0% | -66.0% |
| All | -59.8% | +117.8% | -177.6% | -79.8% |
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