+115.6%
AMDL vs WTW
+19.2%
+96.3%
-88.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WTW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | +0.5% | -7.2% | -6.3% |
| 7D | +20.7% | -7.8% | +28.5% | +14.4% |
| 30D | +9.4% | -7.9% | +17.3% | +4.1% |
| 3M | +5.6% | +19.9% | -14.3% | +25.1% |
| 6M | +340.3% | +9.8% | +330.5% | +419.1% |
| YTD | +253.6% | -3.3% | +257.0% | +312.0% |
| 1Y | +443.4% | -3.3% | +446.7% | +531.5% |
| All | +115.6% | +19.2% | +96.3% | +200.7% |
Cumulative growth
Daily Returns
Daily percentage return beside WTW.
Daily Out/Under-Performance
Portfolio return minus WTW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WTW 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 WTW 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