+109.1%
AMDL vs WSM
+44.0%
+65.1%
-53.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +6.5% | -4.8% | -3.3% |
| 7D | -30.7% | +8.0% | -38.7% | -35.0% |
| 30D | -43.8% | +13.5% | -57.3% | -50.2% |
| 3M | -24.5% | +8.8% | -33.4% | -30.8% |
| 6M | +44.7% | +54.7% | -10.0% | -9.6% |
| YTD | +204.0% | +53.3% | +150.7% | +91.9% |
| 1Y | +109.1% | +41.1% | +68.0% | +41.6% |
| All | +109.1% | +44.0% | +65.1% | +41.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WSM.
Daily Out/Under-Performance
Portfolio return minus WSM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WSM 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 WSM 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