+305.6%
WM vs AMC
-98.9%
+404.5%
-30.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +4.3% | -5.6% | -1.2% |
| 7D | -0.3% | +2.3% | -2.6% | -0.3% |
| 30D | -2.4% | -0.7% | -1.6% | -2.4% |
| 3M | +0.4% | +35.2% | -34.8% | +0.3% |
| 6M | -9.5% | +124.6% | -134.1% | -9.8% |
| YTD | +0.5% | +69.9% | -69.4% | +0.2% |
| 1Y | -1.1% | -2.6% | +1.5% | -1.2% |
| 3Y | +46.0% | -79.8% | +125.8% | +46.4% |
| 5Y | +51.8% | -99.4% | +151.2% | +53.4% |
| All | +305.6% | -98.9% | +404.5% | +294.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AMC.
Daily Out/Under-Performance
Portfolio return minus AMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMC 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 10y: compounded portfolio wealth divided by compounded AMC 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…
10y analysis · Full analysis span regression · 6 months rolling