+113.2%
WDC vs AMC
+38.0%
+75.2%
-56.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.8% | +7.3% | -14.1% | -7.2% |
| 7D | -18.3% | +17.7% | -36.0% | -19.3% |
| 30D | -26.7% | +26.2% | -52.8% | -27.8% |
| 3M | -40.9% | +31.3% | -72.3% | -42.2% |
| 6M | -26.8% | +142.8% | -169.5% | -36.3% |
| YTD | +88.2% | +125.6% | -37.5% | +64.4% |
| 1Y | +113.2% | +40.2% | +73.0% | +116.2% |
| All | +113.2% | +38.0% | +75.2% | +116.2% |
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