+231.6%
WBD vs AMDL
+117.8%
+113.8%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMDL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +11.7% | -12.1% | -1.4% |
| 7D | -0.7% | +19.9% | -20.7% | -2.3% |
| 30D | +5.0% | +6.3% | -1.2% | +4.1% |
| 3M | +6.2% | -9.9% | +16.1% | +4.4% |
| 6M | +0.6% | +394.3% | -393.7% | -20.6% |
| YTD | -2.4% | +257.3% | -259.7% | -21.9% |
| 1Y | +127.7% | +508.5% | -380.9% | +58.0% |
| All | +231.6% | +117.8% | +113.8% | +110.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AMDL.
Daily Out/Under-Performance
Portfolio return minus AMDL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMDL 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 AMDL 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