-98.7%
AMC vs WEC
+176.2%
-275.0%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -2.1% | +4.0% | +2.5% |
| 7D | +2.6% | -0.2% | +2.8% | +2.7% |
| 30D | +9.0% | +12.3% | -3.3% | +5.9% |
| 3M | +22.2% | +8.3% | +13.9% | +19.6% |
| 6M | +91.5% | +3.5% | +88.0% | +88.9% |
| YTD | +101.3% | +12.7% | +88.6% | +93.3% |
| 1Y | +20.8% | +8.2% | +12.6% | +17.3% |
| 3Y | -71.3% | +55.9% | -127.2% | -75.3% |
| 5Y | -99.2% | +51.2% | -150.5% | -99.4% |
| All | -98.7% | +176.2% | -275.0% | -98.9% |
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