+124.4%
AMDL vs BWA
+15.7%
+108.7%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +26.8% | +5.4% | +21.4% | +19.7% |
| 7D | +10.3% | -0.6% | +10.9% | +15.3% |
| 30D | -38.3% | -16.1% | -22.2% | -20.9% |
| 3M | -8.7% | -24.6% | +15.9% | +30.9% |
| 6M | -14.4% | -15.7% | +1.3% | +18.3% |
| YTD | +206.9% | +15.1% | +191.9% | +253.6% |
| All | +124.4% | +15.7% | +108.7% | +160.0% |
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