+8,077.9%
AMD vs WCC
+460.5%
+7,617.4%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +14.7% | +8.2% | +6.5% | +11.2% |
| 7D | +6.5% | -9.9% | +16.4% | +11.8% |
| 30D | -15.3% | -13.4% | -1.9% | -9.2% |
| 3M | +9.7% | -13.5% | +23.2% | +17.6% |
| 6M | +13.2% | -10.6% | +23.8% | +20.6% |
| YTD | +140.6% | +30.1% | +110.5% | +121.5% |
| 1Y | +111.2% | +22.3% | +88.8% | +99.2% |
| 3Y | +334.4% | +130.3% | +204.2% | +212.6% |
| 5Y | +268.3% | +144.5% | +123.8% | +151.3% |
| 10Y | +8,077.9% | +431.8% | +7,646.1% | +4,937.5% |
| All | +8,077.9% | +460.5% | +7,617.4% | +4,937.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling