+508.5%
AMDL vs BWA
+53.0%
+455.5%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.7% | -1.9% | +13.6% | +13.5% |
| 7D | +19.9% | +4.3% | +15.7% | +14.9% |
| 30D | +6.3% | -2.9% | +9.2% | +9.5% |
| 3M | -9.9% | -12.4% | +2.5% | +2.3% |
| 6M | +394.3% | +28.6% | +365.7% | +372.0% |
| YTD | +257.3% | +48.2% | +209.1% | +237.8% |
| 1Y | +508.5% | +50.9% | +457.6% | +451.4% |
| All | +508.5% | +53.0% | +455.5% | +451.4% |
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