+38.2%
AMC vs WPM
+40.9%
-2.7%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | +5.6% | +2.7% | +6.8% |
| 7D | +6.6% | +20.8% | -14.2% | +1.7% |
| 30D | +14.1% | +3.8% | +10.3% | +12.5% |
| 3M | +31.3% | +7.4% | +23.9% | +28.0% |
| 6M | +126.7% | +4.0% | +122.7% | +125.6% |
| YTD | +117.9% | +23.0% | +94.9% | +100.1% |
| All | +38.2% | +40.9% | -2.7% | +19.3% |
Cumulative growth
Daily Returns
Daily percentage return beside WPM.
Daily Out/Under-Performance
Portfolio return minus WPM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WPM 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 1y: compounded portfolio wealth divided by compounded WPM 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…
1y analysis · Full analysis span regression · 6 months rolling