+822.0%
WDC vs AMC
-57.0%
+878.9%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| 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% | -43.3% |
| YTD | +82.1% | +119.2% | -37.2% | +70.0% |
| 1Y | +84.7% | +40.7% | +43.9% | +76.3% |
| All | +822.0% | -57.0% | +878.9% | +835.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling