+102.5%
AMDL vs PTC
+7.4%
+95.2%
-88.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -17.6% | -0.1% | -17.4% | -17.5% |
| 7D | +37.2% | +0.5% | +36.7% | +37.1% |
| 30D | -24.0% | +1.2% | -25.3% | -24.2% |
| 3M | -1.0% | +27.4% | -28.4% | -8.9% |
| 6M | -3.2% | +39.2% | -42.4% | -16.8% |
| YTD | +232.2% | +12.5% | +219.7% | +246.1% |
| 1Y | +137.7% | +12.3% | +125.5% | +147.5% |
| All | +102.5% | +7.4% | +95.2% | +78.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling