+199.0%
AMD vs WCC
+117.0%
+82.1%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | +2.2% | +8.9% | +9.8% |
| 7D | -11.0% | -14.7% | +3.7% | -2.1% |
| 30D | -30.5% | -20.1% | -10.4% | -20.3% |
| 3M | -8.2% | -21.2% | +12.9% | +5.8% |
| 6M | +6.6% | -19.2% | +25.7% | +22.2% |
| YTD | +109.7% | +20.2% | +89.5% | +93.9% |
| 1Y | +88.9% | +14.5% | +74.5% | +79.4% |
| 3Y | +301.8% | +115.1% | +186.7% | +152.5% |
| All | +199.0% | +117.0% | +82.1% | +57.0% |
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