-2.6%
AMC vs WY
-5.4%
+2.8%
-69.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | -0.1% | +4.4% | +4.4% |
| 7D | +2.3% | -2.6% | +4.9% | +3.0% |
| 30D | -0.7% | -10.9% | +10.2% | +1.9% |
| 3M | +35.2% | -6.0% | +41.2% | +36.5% |
| 6M | +124.6% | -5.6% | +130.2% | +124.4% |
| YTD | +69.9% | -1.1% | +71.0% | +67.1% |
| 1Y | -2.6% | -7.5% | +4.9% | -3.8% |
| All | -2.6% | -5.4% | +2.8% | -3.8% |
Cumulative growth
Daily Returns
Daily percentage return beside WY.
Daily Out/Under-Performance
Portfolio return minus WY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WY 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 WY 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