+85.8%
AMDL vs BBWI
-6.0%
+91.8%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +22.3% | -3.3% | +25.5% | +23.2% |
| 7D | -26.2% | -6.2% | -20.0% | -24.2% |
| 30D | -57.1% | +19.9% | -77.0% | -59.4% |
| 3M | -29.8% | +7.1% | -37.0% | -31.6% |
| 6M | -22.2% | +13.7% | -35.9% | -27.2% |
| YTD | +142.1% | +9.6% | +132.5% | +126.2% |
| 1Y | +85.8% | -1.6% | +87.5% | +82.1% |
| All | +85.8% | -6.0% | +91.8% | +82.1% |
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