-58.9%
AMC vs WU
-23.0%
-35.8%
-88.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +1.4% | -4.0% | -3.0% |
| 7D | +3.5% | -2.0% | +5.5% | +4.0% |
| 30D | +12.5% | +11.4% | +1.1% | +8.9% |
| 3M | +23.6% | -6.8% | +30.4% | +25.4% |
| 6M | +144.4% | -14.6% | +159.0% | +151.4% |
| YTD | +108.3% | -20.6% | +129.0% | +120.9% |
| 1Y | +38.9% | -15.4% | +54.3% | +43.8% |
| 3Y | -58.9% | -23.6% | -35.3% | -56.2% |
| All | -58.9% | -23.0% | -35.8% | -56.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling