-98.8%
AMC vs WEC
+197.9%
-296.7%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +0.9% | -3.6% | -2.9% |
| 7D | +3.5% | +2.3% | +1.2% | +2.9% |
| 30D | +12.5% | +11.1% | +1.4% | +9.5% |
| 3M | +23.6% | +8.4% | +15.1% | +20.9% |
| 6M | +144.4% | +7.5% | +136.9% | +138.6% |
| YTD | +108.3% | +15.3% | +93.0% | +98.8% |
| 1Y | +38.9% | +9.7% | +29.2% | +34.5% |
| 3Y | -58.9% | +64.7% | -123.5% | -65.2% |
| 5Y | -99.2% | +57.3% | -156.4% | -99.3% |
| All | -98.8% | +197.9% | -296.7% | -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