+3,626.1%
WDC vs AMP
+1,967.6%
+1,658.6%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | +1.2% | -6.2% | -5.6% |
| 7D | +12.1% | +3.9% | +8.2% | +9.9% |
| 30D | -18.8% | +5.1% | -23.9% | -21.1% |
| 3M | -39.3% | -8.7% | -30.6% | -36.7% |
| 6M | -40.1% | +11.4% | -51.6% | -44.5% |
| YTD | +71.8% | +7.3% | +64.5% | +61.6% |
| 1Y | +88.5% | +14.6% | +73.9% | +71.1% |
| 3Y | +770.0% | +61.2% | +708.8% | +554.5% |
| 5Y | +549.0% | +81.0% | +468.0% | +357.3% |
| 10Y | +650.3% | +468.0% | +182.3% | +187.8% |
| All | +3,626.1% | +1,967.6% | +1,658.6% | +547.9% |
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