-10.2%
AMCR vs WCC
+211.6%
-221.8%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -3.2% | +2.9% | +0.4% |
| 7D | -5.0% | +1.7% | -6.6% | -5.3% |
| 30D | -8.0% | -6.1% | -1.9% | -7.0% |
| 3M | +14.3% | +3.1% | +11.2% | +12.7% |
| 6M | +5.3% | +28.2% | -22.9% | -1.2% |
| YTD | +7.7% | +41.1% | -33.4% | -1.1% |
| 1Y | +10.8% | +61.3% | -50.4% | -1.7% |
| 3Y | +9.6% | +123.6% | -114.1% | -13.6% |
| 5Y | -10.2% | +214.8% | -225.0% | -39.4% |
| All | -10.2% | +211.6% | -221.8% | -39.4% |
Cumulative growth
Daily Returns
Daily percentage return beside WCC.
Daily Out/Under-Performance
Portfolio return minus WCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCC 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 WCC 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