+11,477.5%
AMD vs WM
+26,336.4%
-14,858.9%
-96.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | -1.2% | +5.9% | +5.0% |
| 7D | +2.6% | -0.3% | +2.9% | +2.6% |
| 30D | -0.9% | -2.4% | +1.4% | -0.4% |
| 3M | -8.7% | +0.4% | -9.1% | -9.7% |
| 6M | +136.3% | -9.5% | +145.8% | +139.6% |
| YTD | +123.0% | +0.5% | +122.5% | +119.1% |
| 1Y | +195.2% | -1.1% | +196.3% | +189.9% |
| 3Y | +336.3% | +46.0% | +290.3% | +279.8% |
| 5Y | +334.5% | +51.8% | +282.7% | +273.4% |
| 10Y | +6,259.1% | +307.5% | +5,951.6% | +4,093.0% |
| All | +11,477.5% | +26,336.4% | -14,858.9% | +5,368.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling