+20.4%
AME vs WCC
+24.5%
-4.0%
-13.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -9.9% | +5.3% | -1.0% |
| 7D | -4.4% | -8.8% | +4.3% | -1.3% |
| 30D | -5.9% | -16.0% | +10.1% | 0.0% |
| 3M | -6.5% | -15.2% | +8.7% | -1.4% |
| 6M | +3.2% | -8.4% | +11.6% | +5.7% |
| YTD | +16.0% | +30.1% | -14.1% | +4.5% |
| 1Y | +20.4% | +26.4% | -6.0% | +8.9% |
| All | +20.4% | +24.5% | -4.0% | +8.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling