+130.4%
AMDL vs WCC
+23.4%
+107.0%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +0.1% | +2.6% | +2.5% |
| 7D | +5.4% | -9.9% | +15.3% | +30.7% |
| 30D | -36.6% | -13.4% | -23.2% | -13.1% |
| 3M | -1.0% | -13.5% | +12.5% | +36.3% |
| 6M | -12.1% | -10.6% | -1.5% | +22.8% |
| YTD | +215.1% | +30.1% | +185.0% | +166.8% |
| 1Y | +130.4% | +22.3% | +108.0% | +114.5% |
| All | +130.4% | +23.4% | +107.0% | +114.5% |
Cumulative growth
Daily Returns
Daily percentage return beside WCC.
Daily Out/Under-Performance
Portfolio return minus WCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCC 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 WCC 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