+109.1%
AMDL vs BWA
+17.4%
+91.7%
-53.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -2.5% | +4.2% | +4.5% |
| 7D | -30.7% | -9.9% | -20.8% | -21.7% |
| 30D | -43.8% | -16.4% | -27.4% | -30.3% |
| 3M | -24.5% | -19.8% | -4.7% | -4.8% |
| 6M | +44.7% | -10.0% | +54.7% | +88.2% |
| YTD | +204.0% | +12.7% | +191.2% | +239.8% |
| 1Y | +109.1% | +15.7% | +93.4% | +131.0% |
| All | +109.1% | +17.4% | +91.7% | +131.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BWA.
Daily Out/Under-Performance
Portfolio return minus BWA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BWA 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 BWA 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