-9.5%
AMC vs WSM
+14.1%
-23.6%
-69.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +0.2% | -3.6% | -3.5% |
| 7D | -0.8% | +2.6% | -3.3% | -1.9% |
| 30D | -1.2% | -9.5% | +8.4% | +3.3% |
| 3M | +42.2% | +12.9% | +29.3% | +31.5% |
| 6M | +118.8% | +23.0% | +95.8% | +91.7% |
| YTD | +64.1% | +28.9% | +35.2% | +47.4% |
| 1Y | -9.5% | +13.7% | -23.2% | -21.0% |
| All | -9.5% | +14.1% | -23.6% | -21.0% |
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