+95.0%
AMDL vs PTC
-22.8%
+117.8%
-88.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.2% | -6.0% | +15.2% | +12.0% |
| 7D | +4.5% | -10.3% | +14.8% | +9.7% |
| 30D | -4.4% | +1.1% | -5.5% | -6.6% |
| 3M | -30.5% | +1.6% | -32.1% | -33.1% |
| 6M | +300.9% | -13.5% | +314.4% | +344.4% |
| YTD | +219.9% | -19.1% | +239.0% | +274.1% |
| 1Y | +374.7% | -33.9% | +408.6% | +629.9% |
| All | +95.0% | -22.8% | +117.8% | +93.1% |
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