-29.8%
WBD vs AMC
-98.0%
+68.2%
-48.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +19.7% | -98.9% | +118.6% | +10.6% |
| 7D | +19.7% | -98.9% | +118.6% | +10.6% |
| 30D | +19.7% | -98.9% | +118.6% | +10.6% |
| 3M | +19.7% | -98.9% | +118.6% | +10.6% |
| 6M | +19.7% | -98.9% | +118.6% | +10.6% |
| YTD | +19.7% | -98.9% | +118.6% | +10.6% |
| 1Y | +19.7% | -98.9% | +118.6% | +10.6% |
| 3Y | +19.7% | -98.9% | +118.6% | +10.6% |
| 5Y | +19.7% | -98.9% | +118.6% | +10.6% |
| 10Y | +11.8% | -98.9% | +110.6% | +3.0% |
| All | -29.8% | -98.0% | +68.2% | -45.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling