+124.9%
WBD vs AME
+26.3%
+98.6%
-15.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AME | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.9% | +1.9% | +1.3% |
| 7D | -0.6% | 0.0% | -0.6% | -0.6% |
| 30D | +4.2% | -8.6% | +12.8% | +6.9% |
| 3M | +7.5% | +5.8% | +1.7% | +4.7% |
| 6M | +1.6% | +3.8% | -2.2% | -0.5% |
| YTD | -2.2% | +14.4% | -16.6% | -11.1% |
| 1Y | +124.9% | +25.8% | +99.1% | +98.4% |
| All | +124.9% | +26.3% | +98.6% | +98.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AME.
Daily Out/Under-Performance
Portfolio return minus AME return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AME 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 AME 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