-98.7%
AMC vs WEC
+186.5%
-285.2%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.1% | +1.9% | +1.8% |
| 7D | +5.5% | +1.4% | +4.1% | +5.1% |
| 30D | +16.1% | +12.8% | +3.3% | +12.6% |
| 3M | +43.0% | +11.2% | +31.8% | +39.0% |
| 6M | +130.7% | +6.6% | +124.1% | +125.6% |
| YTD | +121.8% | +13.8% | +108.0% | +112.4% |
| 1Y | +40.7% | +7.6% | +33.0% | +36.9% |
| 3Y | -56.8% | +62.2% | -119.0% | -63.3% |
| 5Y | -99.1% | +52.0% | -151.1% | -99.2% |
| 10Y | -98.7% | +189.4% | -288.0% | -98.8% |
| All | -98.7% | +186.5% | -285.2% | -98.8% |
Cumulative growth
Daily Returns
Daily percentage return beside WEC.
Daily Out/Under-Performance
Portfolio return minus WEC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WEC 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 WEC 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