-67.4%
AMC vs WY
-21.8%
-45.6%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +0.8% | +3.5% | +4.0% |
| 7D | +2.3% | -1.7% | +4.0% | +3.1% |
| 30D | -0.7% | -10.1% | +9.3% | +3.8% |
| 3M | +35.2% | -5.1% | +40.3% | +37.2% |
| 6M | +124.6% | -4.8% | +129.4% | +126.8% |
| YTD | +69.9% | -0.2% | +70.1% | +67.4% |
| 1Y | -2.6% | -6.6% | +4.0% | -1.2% |
| All | -67.4% | -21.8% | -45.6% | -61.5% |
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