+18,884.9%
AME vs WY
+688.1%
+18,196.8%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.8% | +0.7% | +1.2% |
| 7D | +0.6% | -1.7% | +2.3% | +1.3% |
| 30D | -6.7% | -10.1% | +3.4% | -3.2% |
| 3M | +4.1% | -5.1% | +9.2% | +5.6% |
| 6M | +1.6% | -4.8% | +6.4% | +2.8% |
| YTD | +16.1% | -0.2% | +16.4% | +15.3% |
| 1Y | +27.3% | -6.6% | +33.9% | +29.2% |
| 3Y | +50.9% | -22.7% | +73.6% | +61.0% |
| 5Y | +81.4% | -22.2% | +103.6% | +90.8% |
| 10Y | +417.0% | +7.3% | +409.7% | +357.6% |
| All | +18,884.9% | +688.1% | +18,196.8% | +8,578.3% |
Cumulative growth
Daily Returns
Daily percentage return beside WY.
Daily Out/Under-Performance
Portfolio return minus WY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WY 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 WY 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