-98.1%
AMC vs WPM
+785.3%
-883.4%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | -1.1% | +5.4% | +4.3% |
| 7D | +2.3% | +1.1% | +1.2% | +2.4% |
| 30D | -0.7% | +26.4% | -27.1% | +0.8% |
| 3M | +35.2% | +20.8% | +14.4% | +37.2% |
| 6M | +124.6% | +1.1% | +123.5% | +124.1% |
| YTD | +69.9% | +32.5% | +37.4% | +74.5% |
| 1Y | -2.6% | +51.5% | -54.1% | +1.7% |
| 3Y | -79.8% | +267.0% | -346.8% | -76.6% |
| 5Y | -99.4% | +250.1% | -349.5% | -99.3% |
| 10Y | -98.9% | +540.4% | -639.2% | -98.7% |
| All | -98.1% | +785.3% | -883.4% | -97.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling