+67.2%
SU vs AMDL
+476.7%
-409.5%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMDL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +4.9% | -5.0% | -0.1% |
| 7D | +2.2% | +15.9% | -13.7% | +2.4% |
| 30D | +8.4% | +10.5% | -2.0% | +8.6% |
| 3M | +12.1% | -4.7% | +16.8% | +12.3% |
| 6M | +19.7% | +355.2% | -335.5% | +18.2% |
| YTD | +58.4% | +270.9% | -212.5% | +56.7% |
| 1Y | +67.2% | +499.5% | -432.2% | +65.2% |
| All | +67.2% | +476.7% | -409.5% | +65.2% |
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