+130.4%
AMDL vs PTC
+10.9%
+119.5%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +0.3% | +2.3% | +2.8% |
| 7D | +5.4% | +1.3% | +4.1% | +5.8% |
| 30D | -36.6% | +1.1% | -37.7% | -36.5% |
| 3M | -1.0% | +30.1% | -31.1% | +11.6% |
| 6M | -12.1% | +34.0% | -46.1% | +15.5% |
| YTD | +215.1% | +12.8% | +202.3% | +324.3% |
| 1Y | +130.4% | +10.7% | +119.6% | +214.7% |
| All | +130.4% | +10.9% | +119.5% | +214.7% |
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