+6,351.7%
AMD vs WM
+339.4%
+6,012.3%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | -2.1% | +13.1% | +11.7% |
| 7D | -11.0% | +1.2% | -12.2% | -11.6% |
| 30D | -30.5% | +13.1% | -43.5% | -34.0% |
| 3M | -8.2% | +3.6% | -11.8% | -10.2% |
| 6M | +6.6% | +8.1% | -1.5% | +0.7% |
| YTD | +109.7% | +8.9% | +100.8% | +95.4% |
| 1Y | +88.9% | +20.3% | +68.6% | +66.1% |
| 3Y | +301.8% | +46.2% | +255.7% | +205.0% |
| 5Y | +229.4% | +59.9% | +169.5% | +132.4% |
| All | +6,351.7% | +339.4% | +6,012.3% | +2,370.1% |
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