-2.6%
AMC vs WU
-8.3%
+5.7%
-69.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | -1.0% | +5.3% | +4.5% |
| 7D | +2.3% | -0.8% | +3.1% | +2.4% |
| 30D | -0.7% | -1.1% | +0.4% | -0.6% |
| 3M | +35.2% | -3.9% | +39.1% | +31.9% |
| 6M | +124.6% | -20.7% | +145.2% | +136.7% |
| YTD | +69.9% | -18.4% | +88.2% | +78.8% |
| 1Y | -2.6% | -8.1% | +5.5% | +4.7% |
| All | -2.6% | -8.3% | +5.7% | +4.7% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 WU 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