+109.1%
AMDL vs WU
-18.0%
+127.1%
-53.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +5.4% | -3.8% | +3.2% |
| 7D | -30.7% | +8.2% | -38.9% | -29.1% |
| 30D | -43.8% | +8.0% | -51.8% | -42.4% |
| 3M | -24.5% | -6.6% | -17.9% | -24.8% |
| 6M | +44.7% | -23.3% | +67.9% | +23.5% |
| YTD | +204.0% | -22.4% | +226.4% | +168.3% |
| 1Y | +109.1% | -18.0% | +127.1% | +87.4% |
| All | +109.1% | -18.0% | +127.1% | +87.4% |
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