+40.2%
AMC vs WU
-18.0%
+58.2%
-63.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +5.4% | +1.9% | +6.1% |
| 7D | +17.7% | +8.2% | +9.5% | +15.8% |
| 30D | +26.2% | +8.0% | +18.1% | +24.0% |
| 3M | +31.3% | -6.6% | +38.0% | +32.9% |
| 6M | +142.8% | -23.3% | +166.0% | +163.8% |
| YTD | +125.6% | -22.4% | +148.0% | +144.1% |
| 1Y | +40.2% | -18.0% | +58.2% | +47.1% |
| All | +40.2% | -18.0% | +58.2% | +47.1% |
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