+5,915.5%
WDC vs AMP
+2,108.3%
+3,807.2%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.7% | +2.8% | +2.5% |
| 7D | +6.0% | +2.6% | +3.4% | +4.5% |
| 30D | +9.9% | +0.8% | +9.1% | +9.2% |
| 3M | -9.4% | +24.3% | -33.7% | -20.3% |
| 6M | +94.7% | +20.6% | +74.2% | +73.4% |
| YTD | +177.4% | +14.6% | +162.7% | +153.0% |
| 1Y | +412.6% | +14.5% | +398.0% | +365.6% |
| 3Y | +1,359.8% | +67.9% | +1,291.8% | +975.8% |
| 5Y | +992.6% | +122.5% | +870.1% | +593.4% |
| 10Y | +1,245.5% | +573.3% | +672.2% | +371.4% |
| All | +5,915.5% | +2,108.3% | +3,807.2% | +914.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AMP.
Daily Out/Under-Performance
Portfolio return minus AMP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMP 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded AMP 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling