+102.5%
AMDL vs WCC
+103.9%
-1.4%
-88.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -17.6% | -1.7% | -15.9% | -15.1% |
| 7D | +37.2% | +9.9% | +27.3% | +22.3% |
| 30D | -24.0% | -8.4% | -15.6% | -6.4% |
| 3M | -1.0% | -10.3% | +9.3% | +27.1% |
| 6M | -3.2% | -10.5% | +7.3% | +33.8% |
| YTD | +232.2% | +32.2% | +200.0% | +183.6% |
| 1Y | +137.7% | +25.5% | +112.2% | +117.5% |
| All | +102.5% | +103.9% | -1.4% | +1.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling