+137.7%
AMDL vs CASY
+32.9%
+104.9%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -17.6% | +0.8% | -18.3% | -17.3% |
| 7D | +37.2% | +3.6% | +33.7% | +39.0% |
| 30D | -24.0% | +9.1% | -33.1% | -21.1% |
| 3M | -1.0% | -16.5% | +15.5% | -1.4% |
| 6M | -3.2% | -19.7% | +16.5% | +4.5% |
| YTD | +232.2% | +29.3% | +203.0% | +252.4% |
| 1Y | +137.7% | +33.1% | +104.6% | +160.8% |
| All | +137.7% | +32.9% | +104.9% | +160.8% |
Cumulative growth
Daily Returns
Daily percentage return beside CASY.
Daily Out/Under-Performance
Portfolio return minus CASY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CASY 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 CASY 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