+117.8%
AMDL vs WU
-35.0%
+152.8%
-88.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.7% | -2.5% | +14.2% | +12.4% |
| 7D | +19.9% | -0.8% | +20.8% | +20.0% |
| 30D | +6.3% | -1.1% | +7.4% | +6.4% |
| 3M | -9.9% | -1.8% | -8.1% | -12.7% |
| 6M | +394.3% | -23.9% | +418.2% | +424.3% |
| YTD | +257.3% | -20.4% | +277.7% | +263.1% |
| 1Y | +508.5% | -10.6% | +519.1% | +459.9% |
| All | +117.8% | -35.0% | +152.8% | +133.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling