+127.7%
WBD vs AMC
-12.8%
+140.4%
-15.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -3.9% | +3.2% | -0.7% |
| 7D | -1.7% | -6.8% | +5.1% | -1.6% |
| 30D | +3.9% | +1.7% | +2.2% | +3.8% |
| 3M | +5.1% | +26.8% | -21.7% | +4.0% |
| 6M | +0.6% | +117.7% | -117.1% | -4.5% |
| YTD | -3.2% | +57.7% | -60.8% | -4.7% |
| 1Y | +127.7% | -12.5% | +140.1% | +149.1% |
| All | +127.7% | -12.8% | +140.4% | +149.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling