+69.0%
AMP vs WCC
+129.8%
-60.8%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +3.6% | -2.8% | -0.2% |
| 7D | -0.5% | +1.4% | -1.9% | -0.9% |
| 30D | -1.3% | -2.3% | +1.0% | -1.0% |
| 3M | +24.2% | +3.7% | +20.5% | +22.0% |
| 6M | +24.6% | +34.8% | -10.2% | +11.8% |
| YTD | +14.8% | +46.1% | -31.3% | +0.4% |
| 1Y | +12.8% | +62.7% | -50.0% | -5.3% |
| 3Y | +69.0% | +133.6% | -64.6% | +15.7% |
| All | +69.0% | +129.8% | -60.8% | +15.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling