+40.2%
AMC vs WAT
+32.9%
+7.3%
-63.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +1.7% | +5.6% | +6.5% |
| 7D | +17.7% | -1.9% | +19.7% | +18.7% |
| 30D | +26.2% | +6.2% | +19.9% | +22.5% |
| 3M | +31.3% | +18.1% | +13.3% | +22.4% |
| 6M | +142.8% | +54.9% | +87.9% | +88.3% |
| YTD | +125.6% | +23.1% | +102.5% | +103.0% |
| 1Y | +40.2% | +27.3% | +12.9% | +21.4% |
| All | +40.2% | +32.9% | +7.3% | +21.4% |
Cumulative growth
Daily Returns
Daily percentage return beside WAT.
Daily Out/Under-Performance
Portfolio return minus WAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WAT 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 WAT 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