+119.6%
AMDL vs BBWI
-48.9%
+168.5%
-88.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +14.3% | +0.3% | +14.0% | +14.2% |
| 7D | +18.5% | -7.7% | +26.2% | +25.5% |
| 30D | -24.2% | +24.8% | -49.0% | -33.2% |
| 3M | +11.5% | +16.2% | -4.7% | -0.4% |
| 6M | -1.0% | +15.8% | -16.8% | -13.5% |
| YTD | +260.3% | +11.4% | +248.8% | +208.4% |
| 1Y | +178.2% | +3.2% | +175.0% | +147.8% |
| All | +119.6% | -48.9% | +168.5% | +191.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling