-48.6%
WBD vs AMC
-98.3%
+49.7%
-91.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -7.3% | +8.4% | +1.6% |
| 7D | +1.0% | -6.9% | +7.9% | +1.4% |
| 30D | +26.7% | -15.1% | +41.9% | +28.1% |
| 3M | +91.1% | -14.2% | +105.4% | +92.9% |
| 6M | +164.8% | -11.1% | +175.9% | +165.6% |
| YTD | +114.5% | -39.4% | +153.9% | +120.7% |
| 1Y | +141.9% | -44.0% | +185.9% | +150.1% |
| 3Y | +120.7% | -95.5% | +216.2% | +148.9% |
| 5Y | +8.3% | -90.3% | +98.6% | -15.5% |
| 10Y | -21.9% | -98.8% | +77.0% | -22.1% |
| All | -48.6% | -98.3% | +49.7% | -53.6% |
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