+35.8%
AMC vs WST
+49.0%
-13.2%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.4% | -2.0% | -2.2% |
| 7D | +8.4% | +4.9% | +3.6% | +7.1% |
| 30D | +9.2% | +10.7% | -1.5% | +7.0% |
| 3M | +32.0% | +16.8% | +15.2% | +28.2% |
| 6M | +149.3% | +32.0% | +117.3% | +132.9% |
| YTD | +114.1% | +49.9% | +64.2% | +81.8% |
| 1Y | +35.8% | +50.6% | -14.9% | +15.4% |
| All | +35.8% | +49.0% | -13.2% | +15.4% |
Cumulative growth
Daily Returns
Daily percentage return beside WST.
Daily Out/Under-Performance
Portfolio return minus WST return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WST 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 WST 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