+57.8%
AMD vs WM
+22.5%
+35.3%
-37.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -17.3% | +1.2% | -18.4% | -15.6% |
| 7D | -28.6% | +4.5% | -33.1% | -23.6% |
| 30D | -37.7% | +16.1% | -53.8% | -22.5% |
| 3M | -16.1% | +8.0% | -24.1% | -4.5% |
| 6M | +13.8% | +8.4% | +5.4% | +34.2% |
| YTD | +88.8% | +11.2% | +77.6% | +131.5% |
| 1Y | +57.8% | +22.3% | +35.4% | +118.8% |
| All | +57.8% | +22.5% | +35.3% | +118.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling