+695.1%
WDC vs AMC
-98.7%
+793.8%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | -1.2% | +9.5% | +8.4% |
| 7D | -3.2% | -2.8% | -0.4% | -3.0% |
| 30D | -19.0% | +14.0% | -33.0% | -19.5% |
| 3M | -28.4% | +42.5% | -70.9% | -29.9% |
| 6M | -39.2% | +142.6% | -181.8% | -42.7% |
| YTD | +82.1% | +119.2% | -37.2% | +72.1% |
| 1Y | +84.7% | +40.7% | +43.9% | +78.5% |
| 3Y | +825.6% | -57.3% | +882.9% | +821.2% |
| 5Y | +608.2% | -99.1% | +707.3% | +700.7% |
| 10Y | +695.1% | -98.7% | +793.8% | +562.0% |
| All | +695.1% | -98.7% | +793.8% | +562.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling