+66.3%
WDC vs AMC
+43.0%
+23.3%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.8% | -2.0% | -0.4% |
| 7D | -16.7% | +5.5% | -22.2% | -16.9% |
| 30D | -27.2% | +16.1% | -43.3% | -27.8% |
| 3M | -34.0% | +43.0% | -77.0% | -35.7% |
| 6M | -39.7% | +130.7% | -170.4% | -46.8% |
| YTD | +68.1% | +121.8% | -53.7% | +47.4% |
| 1Y | +66.3% | +40.7% | +25.7% | +64.8% |
| All | +66.3% | +43.0% | +23.3% | +64.8% |
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