+411.1%
WDC vs AME
+26.4%
+384.7%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AME | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.6% | +1.7% | +1.9% |
| 7D | +7.5% | +1.3% | +6.1% | +5.7% |
| 30D | +10.1% | -6.6% | +16.6% | +20.3% |
| 3M | -6.8% | +3.0% | -9.8% | -8.6% |
| 6M | +84.1% | +5.3% | +78.8% | +75.4% |
| YTD | +180.3% | +15.4% | +164.8% | +149.7% |
| 1Y | +411.1% | +26.8% | +384.3% | +360.8% |
| All | +411.1% | +26.4% | +384.7% | +360.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AME.
Daily Out/Under-Performance
Portfolio return minus AME return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AME 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 AME 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