+130.4%
AMDL vs BBWI
-2.2%
+132.6%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -0.5% | +3.2% | +2.8% |
| 7D | +5.4% | -4.2% | +9.6% | +8.0% |
| 30D | -36.6% | +24.9% | -61.5% | -40.9% |
| 3M | -1.0% | +13.2% | -14.2% | -5.5% |
| 6M | -12.1% | +12.1% | -24.2% | -17.2% |
| YTD | +215.1% | +11.1% | +204.0% | +192.3% |
| 1Y | +130.4% | +0.7% | +129.7% | +123.3% |
| All | +130.4% | -2.2% | +132.6% | +123.3% |
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