+124.4%
AMDL vs CASY
+30.1%
+94.3%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +26.8% | +0.7% | +26.1% | +27.0% |
| 7D | +10.3% | +3.6% | +6.7% | +12.3% |
| 30D | -38.3% | +7.2% | -45.5% | -36.2% |
| 3M | -8.7% | -16.9% | +8.2% | -9.9% |
| 6M | -14.4% | -19.3% | +5.0% | -10.6% |
| YTD | +206.9% | +25.6% | +181.3% | +240.2% |
| All | +124.4% | +30.1% | +94.3% | +174.3% |
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