+64.7%
AME vs WCC
+135.0%
-70.3%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +8.1% | -3.9% | +1.6% |
| 7D | -1.5% | -5.7% | +4.2% | +0.2% |
| 30D | -4.2% | -13.5% | +9.3% | 0.0% |
| 3M | -5.9% | -12.9% | +6.9% | -2.3% |
| 6M | +2.8% | -10.7% | +13.5% | +5.5% |
| YTD | +16.6% | +30.0% | -13.4% | +6.5% |
| 1Y | +22.1% | +24.7% | -2.6% | +12.7% |
| 3Y | +64.7% | +136.6% | -71.9% | +18.4% |
| All | +64.7% | +135.0% | -70.3% | +18.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling