+85.8%
AMDL vs PTC
+5.5%
+80.3%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +22.3% | +0.2% | +22.0% | +22.4% |
| 7D | -26.2% | -0.2% | -26.0% | -26.4% |
| 30D | -57.1% | +0.8% | -57.8% | -57.0% |
| 3M | -29.8% | +32.1% | -62.0% | -19.9% |
| 6M | -22.2% | +42.6% | -64.8% | +3.1% |
| YTD | +142.1% | +12.0% | +130.1% | +226.8% |
| 1Y | +85.8% | +12.2% | +73.7% | +152.3% |
| All | +85.8% | +5.5% | +80.3% | +152.3% |
Cumulative growth
Daily Returns
Daily percentage return beside PTC.
Daily Out/Under-Performance
Portfolio return minus PTC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PTC 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 PTC 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