-58.9%
AMC vs WY
-23.6%
-35.2%
-88.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +1.7% | -4.4% | -3.4% |
| 7D | +3.5% | -0.8% | +4.3% | +3.8% |
| 30D | +12.5% | +10.1% | +2.4% | +8.1% |
| 3M | +23.6% | -15.4% | +39.0% | +31.6% |
| 6M | +144.4% | -8.3% | +152.7% | +147.6% |
| YTD | +108.3% | -9.8% | +118.1% | +113.2% |
| 1Y | +38.9% | -3.9% | +42.8% | +37.9% |
| 3Y | -58.9% | -23.3% | -35.5% | -56.2% |
| All | -58.9% | -23.6% | -35.2% | -56.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling