+508.5%
AMDL vs BBWI
-33.4%
+541.9%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.7% | -3.1% | +14.8% | +12.9% |
| 7D | +19.9% | +1.6% | +18.4% | +19.1% |
| 30D | +6.3% | -6.2% | +12.5% | +8.3% |
| 3M | -9.9% | +4.3% | -14.2% | -14.0% |
| 6M | +394.3% | -7.2% | +401.5% | +396.7% |
| YTD | +257.3% | -3.0% | +260.3% | +245.5% |
| 1Y | +508.5% | -30.8% | +539.3% | +707.1% |
| All | +508.5% | -33.4% | +541.9% | +707.1% |
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