-19.0%
TRI vs AMDL
+130.1%
-149.1%
-43.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMDL | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -17.6% | +17.6% | -1.6% |
| 7D | -2.9% | +37.2% | -40.1% | +0.7% |
| 30D | +3.7% | -24.0% | +27.7% | +4.1% |
| 3M | +3.7% | -1.0% | +4.7% | +7.6% |
| 6M | +35.1% | -3.2% | +38.3% | +41.1% |
| YTD | -14.0% | +232.2% | -246.2% | -11.1% |
| 1Y | -19.0% | +137.7% | -156.7% | -15.8% |
| All | -19.0% | +130.1% | -149.1% | -15.8% |
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 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