+17.8%
WBD vs AMC
-99.3%
+117.1%
-78.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.7% | +75.5% | -61.8% | +5.2% |
| 7D | +13.7% | +75.5% | -61.8% | +5.2% |
| 30D | +13.7% | +75.5% | -61.8% | +5.2% |
| 3M | +13.7% | +75.5% | -61.8% | +5.2% |
| 6M | +13.3% | +149.1% | -135.8% | +0.5% |
| YTD | +7.4% | +78.8% | -71.5% | -1.8% |
| 1Y | +63.0% | -8.8% | +71.8% | +59.8% |
| 3Y | +206.7% | -66.4% | +273.1% | +214.3% |
| All | +17.8% | -99.3% | +117.1% | +68.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling