+47.6%
AMDL vs WCN
+12.3%
+35.3%
-88.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +22.3% | -1.4% | +23.6% | +21.3% |
| 7D | -26.2% | +2.9% | -29.1% | -24.3% |
| 30D | -57.1% | +22.1% | -79.2% | -50.4% |
| 3M | -29.8% | +13.2% | -43.0% | -21.6% |
| 6M | -22.2% | +23.7% | -45.9% | -11.7% |
| YTD | +142.1% | +8.7% | +133.4% | +185.3% |
| 1Y | +85.8% | +15.3% | +70.5% | +110.4% |
| All | +47.6% | +12.3% | +35.3% | +62.2% |
Cumulative growth
Daily Returns
Daily percentage return beside WCN.
Daily Out/Under-Performance
Portfolio return minus WCN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCN 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 WCN 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