+145.7%
AMDL vs BBWI
-50.4%
+196.1%
-88.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | -2.9% | +14.8% | +13.4% |
| 7D | +103.5% | -4.5% | +108.1% | +107.9% |
| 30D | -18.3% | +17.1% | -35.4% | -25.7% |
| 3M | +20.1% | +17.5% | +2.6% | +6.3% |
| 6M | +15.9% | +12.8% | +3.1% | +2.4% |
| YTD | +303.0% | +8.2% | +294.9% | +249.8% |
| 1Y | +164.0% | -1.8% | +165.8% | +141.5% |
| All | +145.7% | -50.4% | +196.1% | +230.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling