-99.2%
AMC vs WWD
+187.3%
-286.5%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.6% | -2.1% | -2.4% |
| 7D | +3.5% | +4.0% | -0.5% | +1.5% |
| 30D | +12.5% | +0.4% | +12.1% | +12.4% |
| 3M | +23.6% | -7.9% | +31.5% | +28.4% |
| 6M | +144.4% | -10.6% | +155.0% | +153.1% |
| YTD | +108.3% | +9.4% | +98.9% | +90.8% |
| 1Y | +38.9% | +25.7% | +13.1% | +16.4% |
| 3Y | -58.9% | +148.5% | -207.4% | -80.6% |
| All | -99.2% | +187.3% | -286.5% | -99.7% |
Cumulative growth
Daily Returns
Daily percentage return beside WWD.
Daily Out/Under-Performance
Portfolio return minus WWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WWD 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 5y: compounded portfolio wealth divided by compounded WWD 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…
5y analysis · Full analysis span regression · 6 months rolling