+1,878.1%
WDC vs AMCR
+96.6%
+1,781.5%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMCR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -1.8% | +3.9% | +2.8% |
| 7D | +6.0% | -1.8% | +7.8% | +6.7% |
| 30D | +9.9% | -6.0% | +16.0% | +12.2% |
| 3M | -9.4% | +18.9% | -28.3% | -16.5% |
| 6M | +94.7% | +5.7% | +89.1% | +87.5% |
| YTD | +177.4% | +11.1% | +166.3% | +160.1% |
| 1Y | +412.6% | +12.7% | +399.9% | +376.3% |
| 3Y | +1,359.8% | +9.6% | +1,350.2% | +1,236.7% |
| 5Y | +992.6% | -10.3% | +1,002.9% | +997.1% |
| 10Y | +1,245.5% | +16.5% | +1,229.0% | +1,060.8% |
| All | +1,878.1% | +96.6% | +1,781.5% | +1,611.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling