+26.0%
V vs AMDL
+179.2%
-153.1%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMDL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +11.9% | -13.1% | -1.0% |
| 7D | -0.4% | +103.5% | -103.9% | +1.3% |
| 30D | +6.3% | -18.3% | +24.6% | +6.1% |
| 3M | +17.2% | +20.1% | -2.9% | +18.4% |
| 6M | +29.2% | +15.9% | +13.3% | +30.4% |
| YTD | +20.8% | +303.0% | -282.2% | +23.2% |
| All | +26.0% | +179.2% | -153.1% | +28.5% |
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