+215.9%
AMDY price history and return analytics
+74.0%
+141.9%
-53.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.6% | -0.3% | -8.3% | -7.9% |
| 7D | +18.1% | +2.4% | +15.8% | +12.9% |
| 30D | -5.1% | -1.5% | -3.6% | +0.1% |
| 3M | +9.5% | -4.1% | +13.6% | +22.4% |
| 6M | +15.6% | +0.6% | +15.1% | +19.9% |
| YTD | +107.4% | +11.0% | +96.4% | +81.5% |
| 1Y | +84.6% | +13.3% | +71.3% | +55.8% |
| 3Y | +215.9% | +73.4% | +142.5% | +39.4% |
| All | +215.9% | +74.0% | +141.9% | +39.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 3y: compounded portfolio wealth divided by compounded VT 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…
3y analysis · Full analysis span regression · 6 months rolling