+957.1%
WDC vs AMCR
-9.6%
+966.7%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMCR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -0.3% | -4.1% | -4.3% |
| 7D | +4.4% | -5.0% | +9.4% | +6.5% |
| 30D | +5.3% | -8.0% | +13.3% | +8.5% |
| 3M | -5.9% | +14.3% | -20.2% | -13.3% |
| 6M | +73.2% | +5.3% | +67.9% | +65.4% |
| YTD | +167.8% | +7.7% | +160.1% | +150.0% |
| 1Y | +386.0% | +10.8% | +375.1% | +345.2% |
| 3Y | +1,309.7% | +9.6% | +1,300.1% | +1,116.6% |
| 5Y | +957.1% | -10.2% | +967.3% | +986.0% |
| All | +957.1% | -9.6% | +966.7% | +986.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling