-99.2%
AMC vs WPM
+210.4%
-309.6%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.3% | -2.4% | -2.6% |
| 7D | +3.5% | -3.6% | +7.1% | +4.3% |
| 30D | +12.5% | +1.4% | +11.0% | +12.0% |
| 3M | +23.6% | -0.2% | +23.8% | +23.1% |
| 6M | +144.4% | -7.3% | +151.7% | +146.9% |
| YTD | +108.3% | +12.3% | +96.0% | +101.6% |
| 1Y | +38.9% | +24.9% | +14.0% | +31.8% |
| 3Y | -58.9% | +210.4% | -269.2% | -69.6% |
| All | -99.2% | +210.4% | -309.6% | -99.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling