+331.1%
AMD vs WCC
+124.0%
+207.1%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +3.9% | +0.8% | +2.5% |
| 7D | +2.6% | +4.5% | -1.9% | 0.0% |
| 30D | -0.9% | -5.8% | +4.9% | +2.4% |
| 3M | -8.7% | -3.7% | -5.1% | -6.5% |
| 6M | +136.3% | +23.1% | +113.3% | +113.5% |
| YTD | +123.0% | +44.2% | +78.8% | +85.6% |
| 1Y | +195.2% | +62.1% | +133.1% | +131.3% |
| All | +331.1% | +124.0% | +207.1% | +160.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling