-71.9%
AMC vs WCC
+106.2%
-178.1%
-91.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.5% | -9.6% | -2.9% | -10.1% |
| 7D | 0.0% | -21.9% | +21.9% | +6.1% |
| 30D | +4.4% | -25.4% | +29.8% | +11.9% |
| 3M | +15.4% | -23.1% | +38.5% | +22.4% |
| 6M | +93.7% | -18.1% | +111.8% | +100.8% |
| YTD | +97.4% | +17.7% | +79.8% | +82.8% |
| 1Y | +23.2% | +12.4% | +10.8% | +15.6% |
| All | -71.9% | +106.2% | -178.1% | -83.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling