-12.3%
AMRZ vs WCC
+24.5%
-36.8%
-44.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | -9.9% | +15.1% | +7.3% |
| 7D | +10.3% | -8.8% | +19.1% | +12.0% |
| 30D | +18.7% | -16.0% | +34.7% | +23.1% |
| 3M | -14.6% | -15.2% | +0.6% | -11.9% |
| 6M | -12.9% | -8.4% | -4.5% | -12.3% |
| YTD | -17.4% | +30.1% | -47.4% | -27.3% |
| 1Y | -12.3% | +26.4% | -38.7% | -22.5% |
| All | -12.3% | +24.5% | -36.8% | -22.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling