-64.3%
AMC vs WEC
+42.2%
-106.6%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +1.1% | -4.5% | -3.4% |
| 7D | -0.8% | +0.8% | -1.6% | -0.8% |
| 30D | -1.2% | +0.3% | -1.5% | -1.2% |
| 3M | +42.2% | -2.9% | +45.1% | +42.0% |
| 6M | +118.8% | -5.9% | +124.7% | +119.4% |
| YTD | +64.1% | +4.1% | +60.0% | +61.0% |
| 1Y | -9.5% | +3.1% | -12.7% | -11.3% |
| 3Y | -64.3% | +40.8% | -105.1% | -68.1% |
| All | -64.3% | +42.2% | -106.6% | -68.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling