+47.6%
AMDL vs WCC
+85.4%
-37.9%
-88.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +22.3% | +2.2% | +20.1% | +19.1% |
| 7D | -26.2% | -14.7% | -11.5% | -3.8% |
| 30D | -57.1% | -20.1% | -37.0% | -37.0% |
| 3M | -29.8% | -21.2% | -8.7% | +5.8% |
| 6M | -22.2% | -19.2% | -3.1% | +22.2% |
| YTD | +142.1% | +20.2% | +121.9% | +131.9% |
| 1Y | +85.8% | +14.5% | +71.4% | +92.2% |
| All | +47.6% | +85.4% | -37.9% | -17.2% |
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