+27.1%
V vs AMDL
+127.5%
-100.4%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMDL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +26.8% | -26.9% | +0.4% |
| 7D | -0.8% | +10.3% | -11.0% | -0.3% |
| 30D | +9.5% | -38.3% | +47.8% | +8.7% |
| 3M | +16.7% | -8.7% | +25.4% | +17.2% |
| 6M | +32.9% | -14.4% | +47.3% | +33.3% |
| YTD | +21.1% | +206.9% | -185.8% | +22.3% |
| All | +27.1% | +127.5% | -100.4% | +28.3% |
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