+2,168.6%
AMP vs WCC
+1,026.5%
+1,142.1%
-81.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +2.5% | -3.2% | -2.0% |
| 7D | +2.6% | +8.5% | -5.9% | -1.7% |
| 30D | +0.8% | -1.0% | +1.8% | +0.8% |
| 3M | +24.3% | +2.1% | +22.1% | +20.1% |
| 6M | +20.6% | +36.8% | -16.3% | -2.3% |
| YTD | +14.6% | +47.7% | -33.1% | -11.4% |
| 1Y | +14.5% | +66.5% | -52.0% | -18.4% |
| 3Y | +67.9% | +134.2% | -66.2% | -10.7% |
| 5Y | +122.5% | +231.6% | -109.1% | -11.4% |
| 10Y | +573.3% | +508.1% | +65.2% | +56.6% |
| All | +2,168.6% | +1,026.5% | +1,142.1% | +202.5% |
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