+374.7%
AMDL vs WU
-8.3%
+383.0%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.2% | -1.0% | +10.2% | +9.1% |
| 7D | +4.5% | -0.8% | +5.4% | +4.5% |
| 30D | -4.4% | -1.1% | -3.3% | -4.4% |
| 3M | -30.5% | -3.9% | -26.6% | -32.6% |
| 6M | +300.9% | -20.7% | +321.5% | +268.3% |
| YTD | +219.9% | -18.4% | +238.3% | +197.2% |
| 1Y | +374.7% | -8.1% | +382.8% | +276.9% |
| All | +374.7% | -8.3% | +383.0% | +276.9% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 WU 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