+5,789.6%
WDC vs AMP
+2,123.7%
+3,665.9%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -0.8% | +6.7% | +6.3% |
| 7D | +1.7% | +0.2% | +1.5% | +1.5% |
| 30D | -10.0% | -0.1% | -9.9% | -10.1% |
| 3M | -18.8% | +23.6% | -42.3% | -28.3% |
| 6M | +79.0% | +20.4% | +58.7% | +59.6% |
| YTD | +171.6% | +15.4% | +156.1% | +146.8% |
| 1Y | +417.4% | +11.0% | +406.4% | +377.7% |
| 3Y | +1,251.8% | +70.5% | +1,181.3% | +888.2% |
| 5Y | +911.7% | +121.4% | +790.3% | +543.8% |
| 10Y | +1,399.6% | +575.6% | +824.1% | +424.4% |
| All | +5,789.6% | +2,123.7% | +3,665.9% | +889.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling