+5,710.3%
AMD vs WM
+348.7%
+5,361.6%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -17.3% | +1.2% | -18.4% | -17.6% |
| 7D | -28.6% | +4.5% | -33.1% | -29.8% |
| 30D | -37.7% | +16.1% | -53.8% | -41.3% |
| 3M | -16.1% | +8.0% | -24.1% | -19.0% |
| 6M | +13.8% | +8.4% | +5.4% | +7.7% |
| YTD | +88.8% | +11.2% | +77.6% | +74.9% |
| 1Y | +57.8% | +22.3% | +35.4% | +38.3% |
| 3Y | +260.3% | +50.2% | +210.0% | +170.8% |
| 5Y | +196.6% | +63.3% | +133.3% | +108.1% |
| All | +5,710.3% | +348.7% | +5,361.6% | +2,111.7% |
Cumulative growth
Daily Returns
Daily percentage return beside WM.
Daily Out/Under-Performance
Portfolio return minus WM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WM 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 WM 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