-98.1%
AMC vs WEC
+293.8%
-391.8%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | -0.7% | +5.0% | +4.5% |
| 7D | +2.3% | -0.3% | +2.6% | +2.4% |
| 30D | -0.7% | -1.3% | +0.5% | -0.5% |
| 3M | +35.2% | -3.9% | +39.1% | +36.0% |
| 6M | +124.6% | -8.3% | +132.9% | +128.1% |
| YTD | +69.9% | +3.1% | +66.8% | +67.3% |
| 1Y | -2.6% | +1.9% | -4.5% | -4.0% |
| 3Y | -79.8% | +41.9% | -121.7% | -81.9% |
| 5Y | -99.4% | +30.8% | -130.2% | -99.5% |
| 10Y | -98.9% | +141.9% | -240.8% | -99.1% |
| All | -98.1% | +293.8% | -391.8% | -98.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling