+278.7%
AMD vs WCC
+153.2%
+125.5%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +3.3% | +4.0% | +5.3% |
| 7D | +13.1% | +3.3% | +9.8% | +12.1% |
| 30D | -7.0% | -9.4% | +2.5% | -0.6% |
| 3M | +16.6% | -10.5% | +27.1% | +25.2% |
| 6M | +20.5% | -10.4% | +30.9% | +30.3% |
| YTD | +158.2% | +34.4% | +123.8% | +124.2% |
| 1Y | +132.8% | +27.7% | +105.1% | +107.9% |
| 3Y | +366.2% | +137.9% | +228.3% | +177.2% |
| 5Y | +278.7% | +147.0% | +131.6% | +87.4% |
| All | +278.7% | +153.2% | +125.5% | +87.4% |
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