-2.6%
AMC vs WSM
+19.9%
-22.4%
-69.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +2.1% | +2.2% | +3.4% |
| 7D | +2.3% | -3.3% | +5.6% | +3.8% |
| 30D | -0.7% | -8.4% | +7.6% | +3.1% |
| 3M | +35.2% | +9.7% | +25.5% | +27.0% |
| 6M | +124.6% | +16.7% | +107.9% | +99.3% |
| YTD | +69.9% | +28.7% | +41.2% | +52.7% |
| 1Y | -2.6% | +13.7% | -16.2% | -14.5% |
| All | -2.6% | +19.9% | -22.4% | -14.5% |
Cumulative growth
Daily Returns
Daily percentage return beside WSM.
Daily Out/Under-Performance
Portfolio return minus WSM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WSM 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 WSM 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