+95.0%
AMDL vs BBWI
-54.1%
+149.1%
-88.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.2% | +2.8% | +6.4% | +7.5% |
| 7D | +4.5% | +1.5% | +3.0% | +3.7% |
| 30D | -4.4% | -5.2% | +0.8% | -2.6% |
| 3M | -30.5% | +11.1% | -41.6% | -37.0% |
| 6M | +300.9% | -13.4% | +314.3% | +318.2% |
| YTD | +219.9% | +0.1% | +219.8% | +194.6% |
| 1Y | +374.7% | -36.1% | +410.8% | +498.4% |
| All | +95.0% | -54.1% | +149.1% | +178.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling