+145.7%
AMDL vs WCC
+107.3%
+38.3%
-88.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | 0.0% | +11.9% | +11.9% |
| 7D | +103.5% | +14.2% | +89.3% | +71.6% |
| 30D | -18.3% | -9.8% | -8.5% | +2.6% |
| 3M | +20.1% | -10.1% | +30.2% | +52.6% |
| 6M | +15.9% | -9.4% | +25.3% | +56.5% |
| YTD | +303.0% | +34.4% | +268.6% | +234.0% |
| 1Y | +164.0% | +23.3% | +140.7% | +145.8% |
| All | +145.7% | +107.3% | +38.3% | +19.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling