+195.5%
AMGN vs WCC
+541.6%
-346.1%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-11 to 2026-09-11.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +3.7% | -5.1% | -1.8% |
| 7D | -13.7% | +1.5% | -15.2% | -13.9% |
| 30D | -8.8% | -2.1% | -6.7% | -8.7% |
| 3M | +7.2% | +3.8% | +3.4% | +6.2% |
| 6M | +1.3% | +35.0% | -33.7% | -3.1% |
| YTD | +17.6% | +46.4% | -28.7% | +11.3% |
| 1Y | +37.2% | +63.0% | -25.8% | +27.8% |
| 3Y | +57.7% | +133.9% | -76.2% | +37.2% |
| 5Y | +106.3% | +226.5% | -120.3% | +66.7% |
| All | +195.5% | +541.6% | -346.1% | +102.2% |
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 2016-09-11 to 2026-09-11: 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…
2016-09-11 to 2026-09-11 analysis · Full analysis span regression · 6 months rolling