+1.2%
SO vs AMDL
+505.2%
-504.0%
-15.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2025-09-08 to 2026-09-08.
| Period | Portfolio | AMDL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +11.7% | -10.7% | +1.2% |
| 7D | +1.0% | +19.9% | -18.9% | +1.4% |
| 30D | -3.2% | +6.3% | -9.5% | -3.0% |
| 3M | -1.7% | -9.9% | +8.2% | -1.4% |
| 6M | -7.2% | +394.3% | -401.5% | -5.1% |
| YTD | +4.6% | +257.3% | -252.7% | +6.7% |
| 1Y | +1.2% | +508.5% | -507.3% | +2.6% |
| All | +1.2% | +505.2% | -504.0% | +2.6% |
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 2025-09-08 to 2026-09-08: 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…
2025-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling