-99.1%
AMC vs WEC
+53.2%
-152.3%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.4% | -1.5% | -1.2% |
| 7D | -2.8% | -0.5% | -2.3% | -2.8% |
| 30D | +14.0% | +12.0% | +2.0% | +12.1% |
| 3M | +42.5% | +11.1% | +31.4% | +40.2% |
| 6M | +142.6% | +6.0% | +136.6% | +139.6% |
| YTD | +119.2% | +14.3% | +105.0% | +112.1% |
| 1Y | +40.7% | +8.0% | +32.8% | +38.2% |
| 3Y | -57.3% | +62.8% | -120.1% | -63.1% |
| 5Y | -99.1% | +55.3% | -154.4% | -99.3% |
| All | -99.1% | +53.2% | -152.3% | -99.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling