-98.9%
AMC vs WU
-41.4%
-57.5%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -2.5% | -0.9% | -1.7% |
| 7D | -0.8% | -0.8% | +0.1% | -0.2% |
| 30D | -1.2% | -1.1% | 0.0% | -0.4% |
| 3M | +42.2% | -1.8% | +44.0% | +36.7% |
| 6M | +118.8% | -23.9% | +142.7% | +153.8% |
| YTD | +64.1% | -20.4% | +84.5% | +83.6% |
| 1Y | -9.5% | -10.6% | +1.0% | -8.8% |
| 3Y | -64.3% | -27.7% | -36.6% | -60.1% |
| 5Y | -99.5% | -51.1% | -48.3% | -99.2% |
| 10Y | -98.9% | -40.7% | -58.2% | -98.5% |
| All | -98.9% | -41.4% | -57.5% | -98.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling