+7,911.9%
AME vs WCC
+1,713.7%
+6,198.2%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +3.9% | -2.4% | +0.4% |
| 7D | +0.6% | +4.5% | -3.8% | -0.6% |
| 30D | -6.7% | -5.8% | -0.9% | -5.3% |
| 3M | +4.1% | -3.7% | +7.7% | +4.6% |
| 6M | +1.6% | +23.1% | -21.5% | -4.8% |
| YTD | +16.1% | +44.2% | -28.0% | +3.9% |
| 1Y | +27.3% | +62.1% | -34.8% | +10.0% |
| 3Y | +50.9% | +121.1% | -70.3% | +14.8% |
| 5Y | +81.4% | +214.0% | -132.6% | +20.6% |
| 10Y | +417.0% | +472.8% | -55.8% | +167.6% |
| All | +7,911.9% | +1,713.7% | +6,198.2% | +2,501.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling