-99.4%
AMC vs WCC
+216.1%
-315.5%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +3.9% | +0.5% | +2.7% |
| 7D | +2.3% | +4.5% | -2.2% | +0.5% |
| 30D | -0.7% | -5.8% | +5.0% | +1.4% |
| 3M | +35.2% | -3.7% | +38.9% | +35.6% |
| 6M | +124.6% | +23.1% | +101.5% | +98.1% |
| YTD | +69.9% | +44.2% | +25.7% | +38.4% |
| 1Y | -2.6% | +62.1% | -64.7% | -25.9% |
| 3Y | -79.8% | +121.1% | -200.9% | -88.4% |
| All | -99.4% | +216.1% | -315.5% | -99.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling