+109.1%
AMDL vs BBWI
+2.4%
+106.7%
-53.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +4.1% | -2.4% | +0.5% |
| 7D | -30.7% | +8.8% | -39.5% | -32.6% |
| 30D | -43.8% | +34.8% | -78.6% | -49.4% |
| 3M | -24.5% | +12.9% | -37.4% | -28.0% |
| 6M | +44.7% | +29.6% | +15.1% | +28.1% |
| YTD | +204.0% | +20.8% | +183.2% | +170.8% |
| 1Y | +109.1% | +4.1% | +105.0% | +101.5% |
| All | +109.1% | +2.4% | +106.7% | +101.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BBWI.
Daily Out/Under-Performance
Portfolio return minus BBWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBWI 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 BBWI 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