+928.6%
WDC vs AMC
-99.4%
+1,028.0%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | +4.3% | +1.5% | +5.5% |
| 7D | +1.7% | +2.3% | -0.6% | +1.6% |
| 30D | -10.0% | -0.7% | -9.2% | -10.0% |
| 3M | -18.8% | +35.2% | -54.0% | -21.5% |
| 6M | +79.0% | +124.6% | -45.5% | +64.7% |
| YTD | +171.6% | +69.9% | +101.7% | +154.8% |
| 1Y | +417.4% | -2.6% | +420.0% | +405.2% |
| 3Y | +1,251.8% | -79.8% | +1,331.6% | +1,315.4% |
| All | +928.6% | -99.4% | +1,028.0% | +1,258.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling