-97.7%
AMC vs WPM
+678.7%
-776.4%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +2.9% | -1.0% | +2.1% |
| 7D | +2.6% | +16.9% | -14.3% | +3.5% |
| 30D | +9.0% | +2.0% | +7.1% | +9.1% |
| 3M | +22.2% | +8.9% | +13.2% | +22.9% |
| 6M | +91.5% | +1.6% | +89.9% | +91.9% |
| YTD | +101.3% | +16.5% | +84.8% | +105.1% |
| 1Y | +20.8% | +42.2% | -21.4% | +25.6% |
| 3Y | -71.3% | +213.3% | -284.6% | -67.3% |
| 5Y | -99.2% | +249.9% | -349.2% | -99.1% |
| 10Y | -98.7% | +549.4% | -648.1% | -98.5% |
| All | -97.7% | +678.7% | -776.4% | -97.3% |
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 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