+10.8%
WBD vs AMC
-98.9%
+109.7%
-91.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -3.4% | +2.9% | -0.2% |
| 7D | -0.7% | -0.8% | +0.1% | -0.7% |
| 30D | +5.0% | -1.2% | +6.2% | +5.0% |
| 3M | +6.2% | +42.2% | -36.0% | +2.7% |
| 6M | +0.6% | +118.8% | -118.2% | -6.1% |
| YTD | -2.4% | +64.1% | -66.5% | -7.4% |
| 1Y | +127.7% | -9.5% | +137.2% | +124.3% |
| 3Y | +148.4% | -64.3% | +212.8% | +149.4% |
| 5Y | +4.2% | -99.5% | +103.7% | +24.9% |
| 10Y | +10.8% | -98.9% | +109.7% | +8.8% |
| All | +10.8% | -98.9% | +109.7% | +8.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AMC.
Daily Out/Under-Performance
Portfolio return minus AMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMC 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 AMC 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