+653.4%
WDC vs AMC
-98.6%
+752.1%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | +8.3% | +1.6% | +9.4% |
| 7D | -14.4% | +6.6% | -21.0% | -14.6% |
| 30D | -27.1% | +14.1% | -41.2% | -27.5% |
| 3M | -33.3% | +31.3% | -64.5% | -34.3% |
| 6M | -39.6% | +126.7% | -166.3% | -42.8% |
| YTD | +68.4% | +117.9% | -49.6% | +59.2% |
| 1Y | +78.2% | +41.1% | +37.1% | +72.2% |
| 3Y | +772.0% | -61.0% | +833.0% | +771.6% |
| 5Y | +584.9% | -99.1% | +684.1% | +675.3% |
| 10Y | +653.4% | -98.7% | +752.1% | +553.0% |
| All | +653.4% | -98.6% | +752.1% | +553.0% |
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