+1,359.8%
WDC vs AME
+55.3%
+1,304.5%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AME | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | 0.0% | +2.1% | +2.1% |
| 7D | +6.0% | +2.8% | +3.2% | +3.0% |
| 30D | +9.9% | -6.3% | +16.2% | +17.8% |
| 3M | -9.4% | +5.4% | -14.8% | -12.9% |
| 6M | +94.7% | +7.4% | +87.3% | +84.7% |
| YTD | +177.4% | +16.2% | +161.2% | +146.3% |
| 1Y | +412.6% | +26.8% | +385.8% | +321.1% |
| 3Y | +1,359.8% | +57.5% | +1,302.3% | +930.6% |
| All | +1,359.8% | +55.3% | +1,304.5% | +930.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling