+84.8%
AME vs WCC
+229.6%
-144.8%
-27.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +2.5% | -2.5% | -0.7% |
| 7D | +2.8% | +8.5% | -5.7% | +0.3% |
| 30D | -6.3% | -1.0% | -5.3% | -6.1% |
| 3M | +5.4% | +2.1% | +3.3% | +4.2% |
| 6M | +7.4% | +36.8% | -29.4% | -2.8% |
| YTD | +16.2% | +47.7% | -31.6% | +2.5% |
| 1Y | +26.8% | +66.5% | -39.7% | +7.8% |
| 3Y | +57.5% | +134.2% | -76.6% | +16.2% |
| 5Y | +84.8% | +231.6% | -146.8% | +17.2% |
| All | +84.8% | +229.6% | -144.8% | +17.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling