-98.7%
AMC vs WCC
+460.5%
-559.2%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.1% | +1.7% | +1.7% |
| 7D | +5.5% | -9.9% | +15.4% | +9.9% |
| 30D | +16.1% | -13.4% | +29.5% | +22.6% |
| 3M | +43.0% | -13.5% | +56.4% | +50.2% |
| 6M | +130.7% | -10.6% | +141.3% | +135.0% |
| YTD | +121.8% | +30.1% | +91.7% | +88.6% |
| 1Y | +40.7% | +22.3% | +18.3% | +22.9% |
| 3Y | -56.8% | +130.3% | -187.1% | -74.4% |
| 5Y | -99.1% | +144.5% | -243.6% | -99.5% |
| 10Y | -98.7% | +431.8% | -530.5% | -99.6% |
| All | -98.7% | +460.5% | -559.2% | -99.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WCC.
Daily Out/Under-Performance
Portfolio return minus WCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCC 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 WCC 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