+569.3%
AMP vs WCN
+235.9%
+333.4%
-53.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.2% | +0.5% | +0.6% |
| 7D | -0.5% | -3.1% | +2.6% | +1.7% |
| 30D | -1.3% | -3.4% | +2.1% | +1.1% |
| 3M | +24.2% | +3.0% | +21.2% | +20.7% |
| 6M | +24.6% | -3.8% | +28.3% | +25.8% |
| YTD | +14.8% | -8.3% | +23.1% | +19.9% |
| 1Y | +12.8% | -9.7% | +22.5% | +18.5% |
| 3Y | +69.0% | +17.2% | +51.8% | +36.8% |
| 5Y | +124.9% | +25.3% | +99.6% | +65.7% |
| All | +569.3% | +235.9% | +333.4% | +162.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WCN.
Daily Out/Under-Performance
Portfolio return minus WCN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCN 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 WCN 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