+417.4%
WDC vs AMCR
+13.1%
+404.3%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMCR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -0.2% | +6.1% | +5.9% |
| 7D | +1.7% | -1.9% | +3.6% | +1.9% |
| 30D | -10.0% | -4.1% | -5.9% | -9.5% |
| 3M | -18.8% | +21.7% | -40.4% | -23.8% |
| 6M | +79.0% | +1.5% | +77.5% | +70.7% |
| YTD | +171.6% | +13.1% | +158.4% | +160.6% |
| 1Y | +417.4% | +13.0% | +404.4% | +408.7% |
| All | +417.4% | +13.1% | +404.3% | +408.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AMCR.
Daily Out/Under-Performance
Portfolio return minus AMCR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMCR 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 AMCR 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