+188.4%
AMDL vs CASY
+31.8%
+156.6%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | -1.0% | +12.9% | +11.5% |
| 7D | +103.5% | +2.5% | +101.1% | +105.2% |
| 30D | -18.3% | +10.2% | -28.5% | -15.0% |
| 3M | +20.1% | -15.7% | +35.8% | +19.5% |
| 6M | +15.9% | -18.4% | +34.3% | +23.1% |
| YTD | +303.0% | +28.3% | +274.7% | +326.0% |
| All | +188.4% | +31.8% | +156.6% | +215.2% |
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