+61.5%
WDC vs AMC
+24.6%
+36.9%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +1.9% | -3.4% | -1.6% |
| 7D | -28.0% | +2.6% | -30.6% | -27.8% |
| 30D | -34.9% | +9.0% | -44.0% | -35.0% |
| 3M | -41.6% | +22.2% | -63.7% | -42.3% |
| 6M | -45.4% | +91.5% | -136.8% | -50.4% |
| YTD | +53.3% | +101.3% | -48.0% | +35.6% |
| 1Y | +61.5% | +20.8% | +40.8% | +67.0% |
| All | +61.5% | +24.6% | +36.9% | +67.0% |
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 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