-98.7%
AMC vs WEC
+178.6%
-277.3%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | +1.1% | +7.2% | +8.0% |
| 7D | +6.6% | +0.2% | +6.4% | +6.5% |
| 30D | +14.1% | +12.9% | +1.2% | +10.6% |
| 3M | +31.3% | +9.8% | +21.5% | +28.1% |
| 6M | +126.7% | +6.7% | +119.9% | +121.7% |
| YTD | +117.9% | +14.0% | +104.0% | +108.7% |
| 1Y | +41.1% | +7.3% | +33.7% | +37.5% |
| 3Y | -61.0% | +63.8% | -124.8% | -66.9% |
| 5Y | -99.1% | +54.8% | -153.9% | -99.3% |
| 10Y | -98.7% | +185.7% | -284.4% | -98.8% |
| All | -98.7% | +178.6% | -277.3% | -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