+374.7%
AMDL vs BWA
+59.1%
+315.6%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.2% | +2.8% | +6.4% | +6.5% |
| 7D | +4.5% | +5.7% | -1.1% | -0.9% |
| 30D | -4.4% | +1.4% | -5.8% | -5.6% |
| 3M | -30.5% | -12.1% | -18.4% | -20.7% |
| 6M | +300.9% | +28.6% | +272.3% | +277.5% |
| YTD | +219.9% | +51.1% | +168.8% | +198.4% |
| 1Y | +374.7% | +55.9% | +318.8% | +327.2% |
| All | +374.7% | +59.1% | +315.6% | +327.2% |
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