+32.9%
XLV vs AMDL
+108.7%
-75.8%
-10.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMDL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +1.7% | +1.4% | +3.1% |
| 7D | +5.5% | -30.7% | +36.3% | +4.7% |
| 30D | +13.3% | -43.8% | +57.1% | +12.1% |
| 3M | +17.4% | -24.5% | +42.0% | +17.3% |
| 6M | +32.1% | +44.7% | -12.6% | +31.5% |
| YTD | +24.0% | +204.0% | -179.9% | +21.7% |
| 1Y | +32.9% | +109.1% | -76.2% | +30.6% |
| All | +32.9% | +108.7% | -75.8% | +30.6% |
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 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