+569.3%
AMP vs WCC
+541.6%
+27.7%
-53.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +3.7% | -3.0% | -0.8% |
| 7D | -0.5% | +1.5% | -2.1% | -1.3% |
| 30D | -1.3% | -2.1% | +0.8% | -0.9% |
| 3M | +24.2% | +3.8% | +20.4% | +20.2% |
| 6M | +24.6% | +35.0% | -10.4% | +5.4% |
| YTD | +14.8% | +46.4% | -31.5% | -6.7% |
| 1Y | +12.8% | +63.0% | -50.2% | -13.8% |
| 3Y | +69.0% | +133.9% | -65.0% | +0.3% |
| 5Y | +124.9% | +226.5% | -101.7% | +4.8% |
| All | +569.3% | +541.6% | +27.7% | +70.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling